Kevin Simon

Kevin Simon Email and Phone Number

Financial Advisor with OC Crown Point at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Kevin Simon's Location
United States, United States
Kevin Simon's Contact Details

Kevin Simon personal email

n/a
About Kevin Simon

Kevin Simon is a Financial Advisor with OC Crown Point at Morgan Stanley at Morgan Stanley.

Kevin Simon's Current Company Details
Morgan Stanley

Morgan Stanley

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Financial Advisor with OC Crown Point at Morgan Stanley
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Kevin Simon Work Experience Details
  • Morgan Stanley
    Executive Director | Financial Advisor
    Morgan Stanley Apr 2022 - Present
    Orange County, California, United States
    © Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please seehttps://advisor-staging.morganstanley.com/oc-crown-point. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 2360816CA Insurance Lic. #0F56904
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  • Ubs
    Senior Vice President At Crown Point Wealth Management
    Ubs Feb 2016 - Apr 2022
    Brea, California
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  • Ubs
    Vice President - Wealth Management
    Ubs Oct 2013 - Jan 2016
    Orange County, California Area
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  • The Ayco Company, L.P.
    Vice President - Financial Counseling
    The Ayco Company, L.P. Jan 2006 - Oct 2013
    View

Kevin Simon Education Details

  • Rutgers University School Of Law - Camden
    Rutgers University School Of Law - Camden
    Doctor Of Law (J.D.)
  • University Of Maryland College Park
    University Of Maryland College Park

Frequently Asked Questions about Kevin Simon

What company does Kevin Simon work for?

Kevin Simon works for Morgan Stanley

What is Kevin Simon's role at the current company?

Kevin Simon's current role is Financial Advisor with OC Crown Point at Morgan Stanley.

What is Kevin Simon's email address?

Kevin Simon's email address is ke****@****ubs.com

What schools did Kevin Simon attend?

Kevin Simon attended Rutgers University School Of Law - Camden, University Of Maryland College Park.

Who are Kevin Simon's colleagues?

Kevin Simon's colleagues are Cynthia Lachnicht, Ken Looper, Ray Foley, Balazs Kertesz, Luke Hollman, Sheila Feeney, Gabrielle Lange.

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