Jeffrey C. Simon, CFP

Vice President - Investments

My Process

Click here to see how I work with clients

Jeff's Process

1. Listen and Understand– We follow a rigorous, disciplined process that always begins by listening to our clients. Our clients speak and we learn – about their past experiences, risk tolerance, their current situation and their dreams and aspirations.

2. Analyze and Develop Strategies– With the information our clients share with us, we go to work. We study and analyze the information, evaluate and develop various ways to help them achieve their financial objectives based on their values and goals.

3. Explain and Implement– When we have developed the appropriate strategies, we explain our findings, our recommendations and advice. When we reach agreement with our clients to implement those strategies we work toward doing so in an independent, objective, unbiased and cost-effective manner. 

4. Evaluate and Adjust–  We continually evaluate your plan and together we can make adjustments as things change, personally, professionally and economically. My job is to help you stay proactive and inspire you as our lives change over time.

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.

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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