Louis J. Simone

About Louis J. Simone

My personal philosophy is that a goal without a plan is just a dream. I strategize with each of my clients to achieve personal success with their financial goals. Your future can be better than the present, and together we have the power to make it so.My collegiate background includes, Marketing as an undergraduate at Wagner College and obtaining a Bachelor of Science degree in Business Administration. I continued my studies at Wagner College and went on to earn an MBA with a dual-concentration in Finance and International Business.As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses build their financial futures. I currently hold Series 7, Series 66, Series 24 registrations, as well as Health & Life Insurance licenses. In 2013, I was awarded the title of Retirement Planning Specialist by Equitable Advisors and in 2014, I was promoted to Vice President, Northeast Region, responsible for recruiting. In this new role, not only am I able to continue to service my client base, but I am able to grow my own organization with motivated individuals who all share the same drive and passion in helping others achieve their long term financial goals. There is no greater reward than seeing my colleagues and our clients be successful.If you are interested in learning more about the Financial Professional position you can email me at l••••••••@equitable.com. Feel free to visit my website at

Experience

1. Regional Vice President

   Equitable Advisors

   Jan 2020 — Present

Education

• Wagner College

  MBA, Finance & International Business

  2003 — 2005

• Wagner College

  Bachelor of Science, Business Administration: Marketing

  1998 — 2002

Skills

• Portfolio Management
• Financial Analysis
• Negotiation
• Leadership
• Customer Service
• Management
• Investment Advisory Services
• Financial Planning
• Public Relations
• Retirement Planning
• Recruiting