Founded in 1935, HJ Sims offers wealth management, investment banking, trading, underwriting & institutional services. Our team of experienced professionals continuously deliver innovative financings and a spectrum of wealth management strategies and fixed-income opportunities, including municipal and corporate bonds, to position clients for growth and greater success.

We believe the road to increased wealth is steady income, compounded interest and solid returns. We manage your wealth to finance your goals and lifestyle.

In the financial markets, the only constant is change. That’s why we’re committed to creating the customized financing structures that work best for you.

Our clients see us as collaborative long-term partners who provide unique tax-exempt and taxable opportunities, exceptional service and liquidity support.

HJ Sims

This department provides strategic direction and high-level decision-making to guide the organization's vision and goals.

Executive Leadership

This department focuses on providing personalized financial planning and investment strategies to clients.

Wealth Management

This department focuses on providing financial advisory services, facilitating mergers and acquisitions, and raising capital for clients.

Investment Banking

This department focuses on assisting customers with inquiries and providing support related to their accounts and services.

Client Support Services

This department oversees all legal matters, providing counsel and support on a variety of legal issues and ensuring compliance with regulations.

Legal Affairs

This department provides financial guidance, analysis, and strategic planning to support organizational objectives.

HJ Sims

Org chart

Teams

Executive Leadership

Wealth Management

Investment Banking

Client Support Services

Legal Affairs

Financial Services

Offices

HJ Sims

Org chart

Teams

Executive Leadership

Wealth Management

Investment Banking

Client Support Services

Legal Affairs

Financial Services

Offices

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