FINANCIAL INDEPENDENCE
TO YOUR SUCCESS
COMMITTED
STRENGTH & STABILITY
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
Financial planning is about life building—and building lifelong
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ABOUT USrelationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
Email Address
Hunter.Sims@hilltopsecurities.comPhone Number
(512) 340-1801About Me
AREAS OF SPECIALTY
° Works closely with wealth management clients to develop,
implement, and maintain financial planning and asset
management strategies designed to meet their current,
future, and final needs
° Takes a goals-based approach that includes open and candid
discussions to determine what is important to each
individual client and their family
PROFILE
° More than a decade of experience as a proven financial
professional
° Joined HilltopSecurities in 2021
° Previous experience includes roles with BBVA Investment
Solutions and AXA Equitable
° Certified Wealth Strategist©
° Certified Retirement Counselor©
Certificates
CWS, CRC
Licenses
- Series 7
- Series 63
- Series 65
Education
- B.I.S in Business and Mass Communications, Arizona State University, Temps
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.