Oxford Financial Group
Scott Simmons is a seasoned financial professional with extensive experience in wealth management and strategic planning. Currently serving as Managing Director at Oxford Financial Group, Ltd., since June 2016, Scott has held various roles including Senior Wealth Strategist and Wealth Strategist. Prior experience includes positions at Charles Schwab, Wells Fargo Advisors LLC, Wachovia Securities, and A.G. Edwards & Sons, where Scott specialized in estate planning, trust planning, life insurance, and charitable giving. Educational qualifications include an LLM in Taxation from the University of Denver, a JD from the University of Arkansas School of Law, and a BS in Business Administration from Arkansas Tech University.
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Oxford Financial Group
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).