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HJ Sims Capital Management
Financial Advisor

Shane Appelbaum

DIRECTOR, INVESTMENTS & PRIVATE WEALTH ADVISOR

With almost two decades of industry experience, Shane’s clients value his deep experience in crafting investment strategies, in both bull and bear markets. Just as important, Shane utilizes a customized approach that includes the creation of a personalized financial investment plan based on individual needs and goals.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Sappelbaum@hjsims.com

561.620.2146

Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

Register

Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof. Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

Read More

Onboard

Onboard Your Accounts Now

Step 1: Click here to register.

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

"We can work on your financial goals all in one environment"

Shane Appelbaum

Register Here

Shane Appelbaum

DIRECTOR, INVESTMENTS & PRIVATE WEALTH ADVISOR

With almost two decades of industry experience, Shane’s clients value his deep experience in crafting investment strategies, in both bull and bear markets. Just as important, Shane utilizes a customized approach that includes the creation of a personalized financial investment plan based on individual needs and goals.

Schedule a time to talk or register below to take a tour of the HJ Sims Platform.

Sappelbaum@hjsims.com

561.620.2146

Review your advisor’s Herbert J. Sims Capital Management ADV Part 2B-Brochure Supplement

Register

Returning users

Services

Offered on the HJ Sims Platform

To keep things simple, we offer a full menu of financial services under one roof.

Our team includes trained and certified professionals that specialize in each of the 6 key areas of financial planning. And while our experience may be impressive, what we believe matters even more is that by working as one, we are able to think outside the box and build a better game plan to help you achieve a stress-free financial future where retirement is affordable—and work is optional.

Read More

Onboard

Onboard Your Accounts Now

"We can work on your financial goals all in one environment."

Step 2: Begin linking your accounts.

Step 3: Your financial dashboard. See all your accounts in one place.

Step 1: Click here to register.

Shane Appelbaum

Register

My Team

About HJ Sims

Rachael Rich

Client Service Associate

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.

As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Whether you are an ultra-high-net-worth investor, getting started, or somewhere in between, we provide customized solutions that get you where you want to go.

Rachael is a Client Services Associate based in our Boca Raton, Florida office. Rachael oversees client service, monitoring and maintaining client accounts, processing account documentation, and meeting the day-to-day needs of our financial professionals and clients.


Location: Boca Raton, Florida
Email: Rrich@hjsims.com

Rachael is a Client Services Associate based in our Boca Raton, Florida office. Rachael oversees client service, monitoring and maintaining client accounts, processing account documentation, and meeting the day-to-day needs of our financial professionals and clients.

Location: Boca Raton, Florida
Email: Rrich@hjsims.com

Client Service Associate

Rachel Rich

Our mission remains the same as it was in 1935: to listen carefully, deliver tailored services and treat our clients and employees like family.

As one of America’s most enduring investment firms, we look beyond today’s markets. We broaden our focus to take in your entire financial picture: your lifestyle, your values, your family, your goals. Whether you are an ultra-high-net-worth investor, getting started, or somewhere in between, we provide customized solutions that get you where you want to go.

About HJ Sims

My Team

Our veteran team of sales professionals, traders, underwriters and analysts combine deep industry expertise with a culture of collaboration to offer you exceptional client service. We leverage collective expertise and teamwork to find value for our institutional and RIA clients.

Reap the benefits of rich industry expertise with a client-centered culture. Speak with an HJ Sims professional today.

800-525-5022
EMAIL US

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.

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Wealth Weekly

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