Charles Sims, Jr.

President / CEO

The Principal of our firm, Mr. Charles Sims, Jr., is a life member of The Million Dollar Round Table,  numerous Top of The MDRT Qualifications, National Association of Life Underwriters, Financial Planning Association, Life Underwriting Training Council and The John Hancock Financial Network's Hall of Fame. Mr. Sims is the first African American to be inducted into this prestigious organization.

Mr. Sims is a Graduate of Memphis State University, class of 1974, LUTC Graduate class of 1976 and LUTCF Designation class of 1980. He earned The CERTIFIED FINANCIAL PLANNER DESIGNATION class of 1988.

Additionally, Mr. Sims is listed among Who's Who in Finance and Industry. He was one of the founding members and the first Public Relations Officer of The Mid-South Society of the Financial Planning Association.

Mr. Sims is a member of Mississippi Boulevard Christian Church and a member of the NAACP. He is a founding member, and has served as the Chairman of the Board of Governors of The Crescent Club of Memphis and the Chairman of the Board of The Memphis Black Business Association.

He has also served on the boards of The University of Memphis Tiger Club, First American Bank Advisory Board, Memphis Chamber of Commerce Advisory Board, WKNO-TV, Pink Palace Museum, the MLG&W Community Advisory Board, April 4th Foundation  and as Chairman of Bancorp South Bank Advisory Board.


Phone 901-680-7500
Fax 901-683-2176