Dave Simon
Senior Vice President, Partner, 1792 Wealth Advisors
- Role
- Financial Advisor, Rjfs at 1792 Wealth Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Dave Simon
It is my honor and privilege to develop strategies designed to help build, manage…
Experience
Financial Advisor, Rjfs
Dec 2022 — Present
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Education
Duke University
AB
1984 — 1988
Skills
- Securities
- Financial Advisory
- Financial Analysis
- Investments
- Finance
- Alternative Investments
- Asset Allocation
- Mutual Funds
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