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Dave Simon Email & Phone Number
Financial Advisor, RJFS |
at
1792 Wealth Advisors
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, RJFS |
Location
Greater Philadelphia, United States, United States
Company size
Who is Dave Simon? Overview
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Quick answer
Dave Simon is listed as Financial Advisor, RJFS | at 1792 Wealth Advisors, a company with 13 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Dave Simon.
Dave Simon previously worked as First Vice President, Fundamental Choice Portfolio Manager at Wells Fargo Advisors and Vice President at Painewebber. Dave Simon holds Ab, Public Policy Studies from Duke University.
Company email context
Email format at 1792 Wealth Advisors
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{first}.{last}@wellsfargoadvisors.com
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Profile bio
About Dave Simon
It is my honor and privilege to develop strategies designed to help build, manage, preserve and transition wealth for a select group of clients – high net worth individuals, families and business owners – who have entrusted me to help them achieve their financial goals and objectives. My focus on comprehensive wealth management encompasses: investment management concentrating on income and retirement planning; liability management; risk management through insurance and other asset protection strategies.
Listed skills include Investments, Finance, Financial Advisory, Securities, and 4 others.
Current workplace
Dave Simon's current company
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1792 Wealth Advisors
6 roles
Dave Simon work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Rjfs |
CurrentSecurities 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.
Dec 2022 - Present
First Vice President, Fundamental Choice Portfolio Manager
Wells Fargo Advisors
Wealth Advisor specializing in comprehensive wealth planning with an emphasis on retirement income planning.
Sep 2000 - Nov 2022
Vice President
Jan 1995 - Sep 2000
Account Vice President
Oct 1989 - Jan 1995
Ist-Iii
Jul 1988 - Jun 1989
1 education record
Dave Simon education
-
Duke University
FAQ
Frequently asked questions about Dave Simon
Quick answers generated from the profile data available on this page.
What company does Dave Simon work for?
Dave Simon works for 1792 Wealth Advisors.
What is Dave Simon's role at 1792 Wealth Advisors?
Dave Simon is listed as Financial Advisor, RJFS | at 1792 Wealth Advisors.
What is Dave Simon's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Dave Simon at 1792 Wealth Advisors.
Where is Dave Simon based?
Dave Simon is based in Greater Philadelphia, United States, United States while working with 1792 Wealth Advisors.
What companies has Dave Simon worked for?
Dave Simon has worked for 1792 Wealth Advisors, Wells Fargo Advisors, Painewebber, Kidder Peabody, and Drexel Burnham Lambert.
How can I contact Dave Simon?
You can use AeroLeads to view verified contact signals for Dave Simon at 1792 Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Dave Simon attend?
Dave Simon holds Ab, Public Policy Studies from Duke University.
What skills is Dave Simon known for?
Dave Simon is listed with skills including Investments, Finance, Financial Advisory, Securities, Financial Analysis, Asset Allocation, Mutual Funds, and Alternative Investments.
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