LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors

Biography

Simon Wang

Contact Information:

phonePhone

703.760.5823

Simon Wang

Senior Registered Client Associate

Simon has been awarded the CFA® charter. For this designation, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. He assists Jeff on portfolio analysis. He spends most of his time researching, drafting and updating investment portfolios by staying on top of current events that may influence our projected economic outlook.

Simon and the LeClair-Lemlih Wealth Management Group of Wells Fargo Advisors have been recognized by Forbes as one of the Best-in-State Wealth Management Teams in 2023-2024.1

Simon currently holds the Series 7 and 66 FINRA securities registrations as well as Annuity, Life and Health Insurance licenses. Simon has an analytical background; he has a Bachelor of Science degree in Mechanical Engineering from University of Maryland and worked as a Construction Project Engineer prior to joining the firm in 2008.






12024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams ratingalgorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


CA Insurance License#0H38079. Resident State MD.

PM-12212025-6724460.1.1
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