Robert M. Simon, CFP®Senior Wealth Manager & Research Analyst

    Rob has been providing financial planning and security analysis for over 10 years. He is involved in security selection for the firm as well as review of current asset classes. Rob has been researching investments since high school. His parents included him in meetings with their financial advisors over the years. It was during these meetings that he came to understand that the advisors were not necessarily looking out for his family’s best interest. This is why he wanted to work for a fee-only advisor. Rob is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and he holds a bachelor’s degree in finance from the University of North Carolina at Charlotte with honors in business. When away from the office, Rob enjoys spending time with his family, hiking, concerts and traveling.

    We Want to Hear From You