Helen L. Sims, CFP^®, CAP^®

Vice President
Senior Financial Advisor

Helen joined Merrill Lynch in 2011, bringing with her five years of experience in financial services and providing guidance for families with special needs and disabilities at another major financial firm. Helen holds the CERTIFIED FINANCIAL PLANNER^TM certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as the Chartered Advisor in Philanthropy^® (CAP^®) designation awarded by The American College. She focuses primarily on helping families who have a loved one with a special need or disability, delivering a broad range of services to address their planning complexities. This includes the coordination of care, funding options, benefit planning and identification of resources.

Helen serves on the board of directors of Autism Connection of Pennsylvania. Helen graduated from the University of Pittsburgh with a bachelor’s degree in accounting.