Delivering More than a Family Office Experience
Frank B. Simpson Jr., MBA
"Our team will help you navigate today’s dynamic financial marketplace in order to help you pursue what is most important to you. We help you build a comprehensive tax efficient financial plan!"
After much thought and careful consideration, we have made the important decision for our advisors to join The Simpson Firm. This move provides our clients with access to global resources of several of North America's most successful and diversified financial services companies. In addition, our partners have earned a reputation for integrity, corporate responsibility and overall fiscal stewardship. Clients will continue to work with The Simpson Firm Advisors as much for the client-first culture as for the comprehensive approach to wealth management and the world-class financial solutions. We invite you to explore the links above to learn more about what sets The Simpson Firm apart from the competition.
Jamal Turner
A Baltimore native, Jamal is a father, advocate, and champion for generational wealth. As a financial advisor Jamal combines his experience of financial planning, investment strategy and portfolio management to provide customized solutions for families and businesses.
Jamal's Mission
As a Senior Financial Advisor with the Simpson Firm, Jamal takes pride in discovering financial goals and objectives of clients. Jamal serves client needs by developing strategies that are centered around pursuing their short- and long-term financial goals while focusing on their priorities and risk tolerance.
Jamal's Approach
Jamal’s approach to wealth management is client goal oriented, and he is consultative with each client interaction as he is committed to optimum performance. First, he takes the time to find out the current financial situation, priorities, and goals of each client. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income, goals, and risk tolerance. Thirdly, he conducts discussions covering a wide range of opportunities including investments, retirement, lending, and estate planning services.
Jamal's Value
Jamal has always believed that a dream remains a dream until it's transformed into a goal. Therefore, he uses a goal driven approach towards wealth management. He focuses on helping clients get from point A to point B by following a plan tailored specifically for each client's unique situation.
Jamal's Areas of Focus
-Family wealth planning, retirement income strategies, and retirement planning education for near retirees and retired
-Business 401k plans in need of improving fiduciary services, efficiencies, performance, and employee education
- Companies interested in better technology, service, and pricing in business banking, lending, and credit
- Investment management and consulting services for individuals and institutional investors.
*Asset allocation does not ensure profit or protect against loss in declining markets.