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Simplicity Investments, Inc. Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Simplicity Investments, Inc. is the independent broker-dealer for Simplicity Group, offering a partner-focused design upheld by three decades of unwavering commitment to partner success. We serve BGAs, registered representatives, independent agents, and hybrid advisors with comprehensive, commission-based, client accumulation and protection solutions.

Member FINRA/SIPC

Find Simplicity Investments, Inc. employees' phone numbers or email addresses

Simplicity Investments, Inc. Global Highlights

Location
Employees

North America
133

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  • United States Of America
    133

Europe
2

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  • Bulgaria
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Simplicity Investments, Inc.'s Leadership

  • Stylized image of a person
    D. W.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. W.
    President/Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. O.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. G.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Registered Representative & Investment Advisor Representative-Owner-Deep South Financial
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Senior Specialist/Partner Relationships
    Phone icon
    Mobile Phone

Simplicity Investments, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Human Resources
  • Business
  • Entertainment
  • Other
  • Accounting
  • Finance

Contact profiles from Simplicity Investments, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. I.
    Vice President
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. H.
    National Director Of Sales & Advisor Recruiting
    Phone icon
    Mobile Phone
    United StatesColorado
    Apr 09, 2026
  • Stylized image of a person
    B. T.
    Director Of Advisory Services
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 16, 2026
  • Stylized image of a person
    D. G.
    Director Of Information Technology
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 10, 2025
  • Stylized image of a person
    M. T.
    Brand Strategy And Marketing Team Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    Apr 09, 2026
  • Stylized image of a person
    J. C.
    Accounts Team Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    Feb 18, 2026
  • Stylized image of a person
    A. D.
    Relationship Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    Oct 22, 2024
  • Stylized image of a person
    J. W.
    Compliance Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    Apr 09, 2026
  • Stylized image of a person
    V. L.
    Compensation Team Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    Feb 18, 2026
  • Stylized image of a person
    C. W.
    Registrations Manager
    Phone icon
    Mobile Phone
    United StatesColorado
    May 30, 2026

Frequently Asked Questions

What is Simplicity Investments, Inc. known for?

Minus sign iconPlus sign iconSimplicity Investments, Inc. was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 475 Springfield Avenue Summit, New Jersey 07901 United States; you can contact the main corporate office by phone at
+1-303-797-****
. Explore Simplicity Investments, Inc.'s company overview page for more information.

What is Simplicity Investments, Inc.'s most common email format?

Minus sign iconPlus sign iconSimplicity Investments, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Simplicity Investments, Inc. email formats with LeadIQ.

How many employees does Simplicity Investments, Inc. have currently?

Minus sign iconPlus sign iconSimplicity Investments, Inc. has approximately 98 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Simplicity Investments, Inc.'s key employees and leadership?

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As of May 2026, Simplicity Investments, Inc.'s key employees include:

  • Chief Executive Officer: D. W.
  • President/Ceo: B. W.
  • President: S. W.
  • President: E. G.
  • President: K. O.

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