Kelli Simms

Kelli Simms is a seasoned financial services professional with extensive experience in financial planning, insurance, and retirement strategies. Currently serving as a Financial Services Professional at Penn Mutual Wealth Strategies since October 2020, Kelli specializes in corporate transitions and lifestyle management. Kelli has held various significant roles, including Executive Level Insurance and Financial Planning Professional at InsureSolve, PLLC, and Financial Services Professional at Transamerica, where notable achievements include generating substantial sales results and leading successful teams in insurance sales. Kelli’s background also encompasses roles at Mutual of Omaha Advisors, Chubb, AAA, and Aflac, consistently demonstrating expertise in life and annuity sales and agent development. Kelli earned a Bachelor of Arts degree in Communication and Media Studies from the University of New Orleans.