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portrait of Trae Sims
FINANCIAL ADVISOR

Trae Sims

CFP®, ChFC®, CPWA®
1301 South Greer Street, Cordele, GA 31015opens in a new window
Serving clients with $250,000
CallSend Me a Message

About Trae

In 2007, I joined Edward Jones as a financial advisor in Cordele, Georgia, and continue to serve clients across the country. I became a limited partner with Edward Jones in 2015. Over my career, I have been privileged to help families reach their unique financial goals. My focus areas are:
- Estate and Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving

The most rewarding aspect of my work is when clients share how much they appreciate what I have done for their family. I value the long-term, meaningful relationships I...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesOctober 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • GA Southwestern State UnivMaster of Business Admin
  • GA Southwestern State UnivBachelor of Business Admin

Team Members

  • Serena Munn
    Registered Branch Associate
    AAMS™, FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(229) 273-6644

Fax

(888) 410-9743

Office Address

1301 South Greer Street
Cordele, GA 31015opens in a new window

Mailing address

Po Box 5509
Cordele, GA 31015

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