Cecil County is my home. It is also home to friends, family and a small business that my family owns. For that reason, I care about the people that live in our community. Whether you are a family building your life together, a business owner that works every day to provide for yourself and your family, or a retiree enjoying the beautiful community and perhaps the occasional vacation, finances play a significant role on how you go about your life.
We are often taught about the importance of having a financial strategy but aren't educated on how to set one up. Seeing this as an opportunity to serve the people of my community, I chose to become a financial advisor for Edward Jones in order to provide personalized service and education for my clients.
I use a process that is definable, repeatable and established to build personalized strategies designed to help achieve your goals and keep you on track throughout your lifetime. These strategies are crafted by understanding what is most important to you and having you involved in the process. I also partner with other professionals in your life, such as CPAs and estate attorneys, to help ensure that estate and tax planning is considered.
I earned my bachelor's degree in applied mathematics from Towson University in 2019. During my time at Towson, I focused on asset allocation and portfolio strategies. I also served as the portfolio manager of the student-managed investment group for the Towson University Foundation and worked as a planner assistant for a firm in Hunt Valley, MD.
In my free time, I enjoy spending time with family, supporting local businesses, watching sports and boating. I am also a member of the Cecil County Chamber of Commerce, Rotary Club of North East, United Way of Cecil County and Volunteer Cecil.
Connect with me on LinkedIn and follow me on Facebook for timely posts about finances and our community. You can also email me at [email protected].
I look forward to hearing from you.
- Retirement Savings Strategies
- Business Retirement Plans
- Portfolio Reviews
- College Savings
- New Investors
My Personal Interests
- Spending Time with Family
- Auto Racing
- Sports Enthusiast
Office Address221 E Main St
Elkton, MD 21921
Phone NumberTyler J Simonds at (410) 398-4214
|Mon||09:00AM - 05:00PM|
|Tue||08:00AM - 07:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 03:00PM|
|Sat||By Appointment Only|
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