I enjoy learning new things about the evolving world of investments — it’s always been an area of interest of me, and it’s an added bonus that I get to use that knowledge to help our customers learn what’s out there, and find the ones that are a good fit for them. It’s as simple as that.
What’s one of your favorite customer stories?
An enterprise we work with had a large sum of money they wanted to invest and we talked through their options, finally settling on a good choice. A few months later they came back concerned their account was earning too much money, and I explained how markets move up and down, but that it’s the long-term trend which is most important. Usually I have to emphasize this when markets make a correction, but this was the first time I remember bringing it up for when markets were performing strongly.
If you had to spend a $1,000 on something fun, what would it be?
I think I’d spend it on a sailboat ride out of Annapolis, heading into an afternoon on the Chesapeake Bay.
David holds his undergraduate degree in accounting from top ranked University of Maryland and has completed extensive graduate work in the field. In addition to being in public practice since 1976, David’s professional background ranges from being an auditor with a Big Four accounting firm, to senior accountant for a major government contractor, to being a controller for a realty corporation, to assistant treasurer for one of the larger school boards. Check Dave’s investment background on FINRA’s BrokerCheck.
David G. Simmons is a registered representative and offers securities through Securities Service Network, Inc. member FINRA/SIPC. David offers advisory services through SSN Advisory, Inc. a registered investment advisor. Other employees of Elements CPA are not licensed to offer securities products. Due to various state regulations and registration requirements concerning the dissemination of investment products and services information, we are required to limit access to investment information to individuals in states where we are registered: MD, VA, DC, FL, CO, NH, OH.