David Simons Email & Phone Number

I bring a unique blend of journalistic curiosity and over 30 years of experience as a financial advisor. Raised in St. Louis from the age of four, my career began in journalism, where I interviewed iconic figures like Joe DiMaggio and Colin Firth. My background in storytelling and critical thinking seamlessly transitioned into my career as a financial advisor, where I excel in crafting personalized financial narratives for my clients. My dedication to my clients’ success is reflected in my personal mission to be the best for those who count on me, applying my talents to help clients achieve their goals while providing unwavering support to my family and friends.I have been recognized as one of St. Louis’ Most Influential People by the St. Louis Business Journal and a Best-in-State Wealth Advisor by Forbes in 2023*. My academic background includes a Bachelor’s in Journalism from the University of Missouri-Columbia, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®). My love for piecing together complex financial puzzles keeps my work dynamic and fulfilling, ensuring that my clients always feel confident and supported.*See award section below for required disclosures.Visit http://www.onepwm.com/ to learn more.--Securities and advisory services offered through &PARTNERS LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Listed skills include Wealth Management, Series 7, Retirement Planning, Portfolio Management, and 20 others.