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Carol Simmons

Carol Simmons

Assistant Vice President

Followers of Carol Simmons158 followers
location of Carol SimmonsGreater Boston

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  • Timeline

  • About me

    Vice President & Wealth Management Officer at Plimoth Investment Advisors

  • Education

    • Suffolk University

      -
      Bachelor of Science - BS Business Administration/Management

    • Quincy College

      -
      Associate of Science - AS Business

  • Experience

    • Shawmut Bank NA

      Jan 1985 - Dec 1994
      Assistant Vice President

      Manager of Small Trust Accounts Unit. Customer service. Drafted procedures.

    • Bank of Braintree

      Jan 1994 - Dec 1997
      Investment Advisor

      Expanded investment services into new territories. Introduced services to branch network and established working relationship with all branch staff. Made mutual fund recommendations and managed accounts based on customer's time frame, objectives and risk levels.

    • Boston Trust & Investment Management Company

      Jan 1997 - Sept 2006
      Administrative Officer

      client service, liaison for regulatory audits and compliance issues including KYC/AML, supervisor, training

    • Ropes & Gray LLP

      Sept 2006 - Dec 2018
      Senior Trust Client Service Administrator

      Within Private Client Group, daily point of contact for families and partner trustees for trusts and investments

    • Ropes Wealth Advisors

      Jan 2019 - Nov 2019
      Senior Client Officer

      Daily point of contact for families and partner trustees for client investment and trust needs

    • Plimoth Investment Advisors

      Nov 2019 - now
      Vice President & Wealth Management Officer

  • Licenses & Certifications

    • Certified Dementia Practitioner

      National Council of Certified Dementia Practitioners (NCCDP)
      Jul 2024
      View certificate certificate

    • Certified Senior Advisor (CSA)

      Society of Certified Senior Advisors

    • Certified Trust and Financial Advisor (CTFA)

      American Bankers Association

  • Volunteer Experience

    • Finance Chair, Boston Chapter

      Issued by Rocky Mountain Elk Foundation
      Rocky Mountain Elk FoundationAssociated with Carol Simmons

    • Past Director and Treasurer

      Issued by South Shore Horsemens Council
      South Shore Horsemens CouncilAssociated with Carol Simmons