Mark Simon Email & Phone Number

As a Financial Advisor with Evershore Financial Group, Mark Simon brings quality care into his line of work, where he helps people make informed financial decisions in order to help reach their life goals. He focuses his practice on helping individuals near and in retirement to protect their futures with comprehensive financial strategies and implementation of retirement solutions, lifetime income strategies, investments, and insurance.With over 35 years of experience in the investment business, Mark’s experience ranges from being a partner in a NYSE firm on Wall Street to being President and Chief Investment Officer (CIO) of a life insurance company where he managed a general account of more than $500 million.Mark is licensed in Florida and holds the Series 7, Series 24, Series 63 and Series 66 registrations. Mark’s licensing positions him to offer his clients a wide array of financial solutions that can be customized to their unique financial needs both before and after retirement.Mark holds an MBA from the Wharton School, was the market strategist on the NBC program, “The First Word on Investing”, and hosted a daily radio program on 740 AM in Boca Raton. Currently, you can find him on "Your Financial Future" Sundays on WPTV Channel 5.Mark Simon is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. DOFU 08/2013 708800

Listed skills include Financial Services, Portfolio Management, Fixed Annuities, Variable Annuities, and 10 others.

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  Wharton Business School

  Master Of Business Administration (Mba)