Associate Vice President
Current
Apr 2024 - Present
AeroLeads people directory · profile
Matthew Simon Email & Phone Number
Associate Vice President, Financial Advisor at Florida Financial Advisos
at
Florida Financial Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Vice President, Financial Advisor at Florida Financial Advisos
Location
Miami, Florida, United States
Company size
Who is Matthew Simon? Overview
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Quick answer
Matthew Simon is listed as Associate Vice President, Financial Advisor at Florida Financial Advisos at Florida Financial Advisors, a company with 93 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Matthew Simon.
Matthew Simon previously worked as Associate Vice President at Florida Financial Advisors and Financial Advisor at Florida Financial Advisors. Matthew Simon holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, 3.6 from Indiana University—Purdue University Fort Wayne.
Company email context
Email format at Florida Financial Advisors
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Florida Financial Advisors
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Profile bio
About Matthew Simon
At Florida Financial, we've completely reinvented the concept of financial advice to take you and your financial future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver — your profession.Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL.I previously spent five years as a Director of Operations, and a Director of Financial Return at Chick-fil-A. I would oversee all facets of day to day operations, labor, inventory, and cash flow management, and all major cost buckets. I am passionate about the development of leaders and was able to coach and mentor numerous young adults to become leaders and aid them in reaching their personal and professional goals.
Current workplace
Matthew Simon's current company
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Florida Financial Advisors
7 roles
Matthew Simon work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentI help hard-working Americans achieve their goals through personalized, comprehensive financial planning. I serve my clients by helping them prepare for retirement, reduce their lifetime tax liability, and maximize their investments. I specialize in maximizing workplace benefits like the 401(k) and different stock programs.
Sep 2022 - Present
District Manager
Oct 2023 - Apr 2024
Associate Manager
I help hard-working Americans achieve their goals through personalized, comprehensive financial planning. I serve my clients by helping them prepare for retirement, reduce their lifetime tax liability, and maximize their investments. I specialize in maximizing workplace benefits like the 401(k) and different stock programs.
Jul 2023 - Sep 2023
District Manager
Sep 2023 - Dec 2023
Director Of Operations
Jul 2021 - Sep 2022
Kitchen Director
Chick-Fil-A-Franchise
Kitchen Director responsibilities include ordering product, maintaining inventory, labor scheduling, oversight of kitchen operations and procedures, and training new employees. I run a very low labor kitchen and keep waste very low as well.
Aug 2015 - Jul 2021
Team & coworkers
Colleagues at Florida Financial Advisors
Other employees you can reach at floridafa.com. View company contacts for 93 employees →
AD
Alexander Dahl
Colleague at Florida Financial Advisors
Hialeah, Florida, United States, United States
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VH
Vanny Ho
Colleague at Florida Financial Advisors
St Petersburg, Florida, United States, United States
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TH
Tyler Hartman
Colleague at Florida Financial Advisors
Orlando, Florida, United States, United States
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AH
Alexander Hart
Colleague at Florida Financial Advisors
Miami, Florida, United States, United States
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NM
Nicholas Maya
Colleague at Florida Financial Advisors
Pompano Beach, Florida, United States, United States
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AM
Aidan Mccaffrey
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
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GL
Gino Lavorgna
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
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AL
Alex Lunyong
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
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JG
Jonathan Gagen
Colleague at Florida Financial Advisors
St Petersburg, Florida, United States, United States
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TJ
Trenton Jenkins
Colleague at Florida Financial Advisors
Orlando, Florida, United States, United States
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Alexander Dahl
Colleague at Florida Financial Advisors
Hialeah, Florida, United States, United States
View →
VH
Vanny Ho
Colleague at Florida Financial Advisors
St Petersburg, Florida, United States, United States
View →
TH
Tyler Hartman
Colleague at Florida Financial Advisors
Orlando, Florida, United States, United States
View →
AH
Alexander Hart
Colleague at Florida Financial Advisors
Miami, Florida, United States, United States
View →
NM
Nicholas Maya
Colleague at Florida Financial Advisors
Pompano Beach, Florida, United States, United States
View →
AM
Aidan Mccaffrey
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
View →
GL
Gino Lavorgna
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
View →
AL
Alex Lunyong
Colleague at Florida Financial Advisors
Tampa, Florida, United States, United States
View →
JG
Jonathan Gagen
Colleague at Florida Financial Advisors
St Petersburg, Florida, United States, United States
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TJ
Trenton Jenkins
Colleague at Florida Financial Advisors
Orlando, Florida, United States, United States
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1 education record
Matthew Simon education
FAQ
Frequently asked questions about Matthew Simon
Quick answers generated from the profile data available on this page.
What company does Matthew Simon work for?
Matthew Simon works for Florida Financial Advisors.
What is Matthew Simon's role at Florida Financial Advisors?
Matthew Simon is listed as Associate Vice President, Financial Advisor at Florida Financial Advisos at Florida Financial Advisors.
Where is Matthew Simon based?
Matthew Simon is based in Miami, Florida, United States while working with Florida Financial Advisors.
What companies has Matthew Simon worked for?
Matthew Simon has worked for Florida Financial Advisors, Tristate Financial Advisors, and Chick-Fil-A-Franchise.
Who are Matthew Simon's colleagues at Florida Financial Advisors?
Matthew Simon's colleagues at Florida Financial Advisors include Alexander Dahl, Vanny Ho, Tyler Hartman, Alexander Hart, and Nicholas Maya.
How can I contact Matthew Simon?
You can use AeroLeads to view verified contact signals for Matthew Simon at Florida Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Matthew Simon attend?
Matthew Simon holds Bachelor'S Degree, Banking, Corporate, Finance, And Securities Law, 3.6 from Indiana University—Purdue University Fort Wayne.
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