Jeffrey C. Simon, CFP

Senior Vice President - Investments

My Philosophy

Know the Ropes – I believe it is important to choose a financial advisor who has the industry credentials, believes in continuing education and has the experience to effectively create and implement a plan.


Leave No Stone Unturned – It isn’t enough to focus solely on your investments. One needs to take a holistic approach to managing their wealth.


When the Rubber Meets the Road - You have your own destination in life and the quality of that life is dependent on the quality of the planning.  It is imperative to implement the plan to pursue the success you deserve. You must be committed to your success and willing to find the time to make decisions.

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
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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.

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