Kelli Simms is a seasoned financial services professional with extensive experience in financial planning, insurance, and retirement strategies. Currently serving as a Financial Services Professional at Penn Mutual Wealth Strategies since October 2020, Kelli specializes in corporate transitions and lifestyle management. Kelli has held various significant roles, including Executive Level Insurance and Financial Planning Professional at InsureSolve, PLLC, and Financial Services Professional at Transamerica, where notable achievements include generating substantial sales results and leading successful teams in insurance sales. Kelli’s background also encompasses roles at Mutual of Omaha Advisors, Chubb, AAA, and Aflac, consistently demonstrating expertise in life and annuity sales and agent development. Kelli earned a Bachelor of Arts degree in Communication and Media Studies from the University of New Orleans.
1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)
Penn Mutual Wealth Strategies is evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial and Penn Mutual Wealth Strategies is unaffiliated with HTK. 6132579RG_Dec25