Jeffrey C. Simon, CFP

Vice President - Investments

Boards, Associations, Organizations

Current Board Positions:

  • Northbrook Park District Commissioner
  • NAWBO Chicago – Board member
  • Chicago Lions Charitable Association – President

Previous Board Positions:
  • Financial Planning Association, North Shore Council – President & Board Member
  • Financial Planning Association, Illinois Chapter – Board Member
  • Northbrook Chamber of Commerce – Board Member
  • Maccabi USA – Board Member, Assistant Treasurer, Treasurer
  • Arlington Heights Chamber of Commerce – Board Member

Current Member of:
  • NAWBO Chicago
  • Professional Women’s Club of Chicago
  • The Executives Club of Chicago
  • Arlington Heights Chamber of Commerce
  • Northbrook Chamber of Commerce
  • Chicago Lions Rugby
  • Maccabi USA Rugby

Jeff has written articles on wealth management for:
  • Chicago Lawyer Magazine
  • The Women's Bar Association of Illinos Newsletter
  • Suburban/City Women Magazine

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, CA, CO, CT, FL, GA, IL, IN, MA, MI, MN, MO, NC, OR, SC, TX, UT, WI). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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