Simplicity News and Activities

View the org chart displaying its 36 main executives

Most searched biographies at Simplicity

• Bruce Donaldson, President and Chief Executive Officer
• Gene Zimmerlink, Partner, Senior Vice President and Chief Underwri...
• Emily Cramer, Executive Vice President, Affiliated Agencies

Popular executive movements at Simplicity

• Jason Crawford has joined the company as Partner and Senior Vice President, National Accounts  (posted on June 25 2026).

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Simplicity has 4,135 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Clip has just announced a $500 Million fundraising (posted on June 29 2026).
• Ipswich Building Society has changed its company name to Suffolk Building Society (posted on June 27 2026).
• Float has just announced a $85 Million fundraising (posted on June 26 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Gabriel de Alba - Managing Director at Catalyst Capital
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management

Learn more about the Financial Services industry

Press releases by Simplicity

• Simplicity Welcomes Financial Services Veteran Jason Crawford as Partner and Senior Vice President
• Simplicity Acquires August H. Velten & Associates, Welcoming August Velten as a Simplicity Partner
• Simplicity Securities Expands Leadership with the Addition of Michael Colón and Dan O'Toole
• Simplicity Group and LPL Financial Form Strategic Relationship to Deliver Insurance Products, Operational Support, and Training to LPL Advisors
• Simplicity Continues its Momentum with the Acquisition of Wholehan Marketing, Adding Chris Wholehan and Jessica Hernandez as the Group's Newest Partners
• Simplicity Acquires LeSourd Partners, Welcoming Three New Partners: Jake LeSourd, Diane Covin, and Kim Roberts
• Simplicity Group Acquires Source Brokerage, Expanding Collective Disability Insurance Resources and Specialized Institutional Expertise
• Simplicity's Protected Tomorrows® and Angelman Syndrome Foundation Partner to Support Families with Compassionate Planning
• Simplicity Expands Fee-Based Insurance Offering with RetireOne® Acquisition and Welcomes David Stone, Jeff Cusack, and Ed Mercier as its Newest Partners
• Simplicity Enhances its Point-of-Sale Platform with the Acquisition of Insurance Planning Advisors, Welcoming New Partners, Michael Cianci, James Henley, Scott Meadows, and Chad Thacker
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