Wornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.
Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.
Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.
Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.
Learn more at: http://www.wornelsimpson.com/
Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy , Discussing Legacy & Estate Planning - September 28, 2022
- Ep #14- Interview with Dr. Carolina M. Sueldo, MD MSc FACOG with Nick Bour Founder of Inspire Wealth - September 28, 2022
- Ep. #21 – Karen Abrams – Define Your Path with Dr. Virginia LeBlanc “DocV”, The Pivot Maestro. - September 27, 2022