Patrick Simon
Financial Advisor, Certified Exit Planning Advisor
- Role
- Vice President of Investment at Aventura Private Wealth
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President of Investment
Apr 2024 — Present · Miami, FL, US
I tailor investment solutions to individuals and families focusing on both wealth preservation and legacy planning. I manage my clients financial needs that range from retirement planning, tax optimization, philanthropy, and business succession planning.
Education
University of Miami
Bachelor's degree
2010 — 2014
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