Broker Check

Team


At 20/20 Wealth Management Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Lon Simpson

Branch Manager

(334) 826-6074

(334) 329-5564

lsimpson@summitbrokerage.com

Lonnie Gene Simpson Jr. is a founding partner of 20/20 Wealth Management Group, LLC. Lon began his career in the financial services industry in 1999, with J. C. Bradford and Co., then with UBS as a financial advisor. He was approached...
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April

Senior Account Executive

205-454-8731

awallace@summitbrokerage.com

Following graduation from the University of Alabama in 1993, April began her career in the financial services industry in the fall of 1997 at JC Bradford & Co. in Mobile, AL, just prior to one of the most turbulent periods in stock...

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Dr. Oks

Wealth Manager

334-744-8963

eoks@summitbrokerage.com

Dr. Eugene Oks is one of the original founding partners of Simpson and Oks Wealth Management, having expanded the size and scope of the business Simpson and Oks Wealth Management rebranded to 20/20 Wealth Management Group, LLC in...
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Amanda Harrelson

Registered Assistant

334-329-5566

334-329-5564

aharrelson@summitbrokerage.com

Following graduation from Auburn University with her Masters of Finance in 2004, Mandy began her career in the financial services industry at Northwestern Mutual in Montgomery, AL. Within six months of starting her career, she had the...

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Barclay Bell Smith

Executive Assistant

334-329-5566

334-329-5564

bbsmith@summitbrokerage.com

Barclay Bell Smith is the Executive Assistant to Lonnie G. Simpson. She joined 20/20 Wealth Management Group in the summer of 2017. She is dedicated to providing a high level of service to the firm’s clients. Barclay is...
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Macy Blackwell

Administrative Assistant

334-329-5566

334-329-5564

mblackwell@summitbrokerage.com

Macy Blackwell is the Administrative Assistant for 20/20 Wealth Management Group. With her strong communication and organizational skills, she provides exceptional service to our clients. Macy graduated from Auburn University with a...

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