Jeff Simon, Vice President - Investments

Planning Life with Purpose

As a Financial Advisor with Wells Fargo Advisors, Jeff's clients share their values, dreams, needs and goals. Jeff listens and  helps them understand their options.  Jeff works with his clients to make smart choices about their money and develop a plan that reflects their own unique situation, while putting his knowledge and experience to work for their benefit. 

 Mission

My mission is to inspire professional women and their families to achieve their personal and financial goals by simplifying their financial lives, increasing their confidence and empowering them to take control of their financial future.

Value Statement

As a son of a divorced mother, I learned early that money can mean the difference of feeling in control rather than be controlled. Understanding and effectively managing your money is critical to your confidence and freedom.

As a successful professional, I have learned that having a plan combined with ongoing advice and education can enhance your confidence and reduce your stress typically created by money.

Therefore, my true value as your Financial Advisor is to help you recognize what is truly important in your life, simplify complex financial issues and continue to educate and communicate with you in order to develop a trusting relationship.