Michael T. Simon Email & Phone Number

I am a self-motivated individual with over 23 years' experience in sales and customer service. Most importantly, I am passionate about getting to know my clients, their families and discovering all there is to know about their financial goals. Understanding your needs, goals and expectations will allow me to tailor our banking, credit, and deposit resources in order to properly advise you and your family. Customer satisfaction and retention is of utmost importance to me.Important Disclosure:UMB Financial Services, Inc., UMB Bank, n.a. Capital Markets Division and UMB Private Wealth Management are independent of LinkedIn Corporation, are not affiliated with third-party organizations or companies listed on LinkedIn, do not assume liability for the accuracy, timeliness or completeness of third-party content, and do not control third-party advertisements, user agreements, terms of service, or privacy policies. Any posted UMB content is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities or engage in any specific investment strategy. UMB Bank, n.a. Capital Markets Division is a separately identifiable division of UMB Bank, n.a. UMB Private Wealth Management is a division within UMB Bank, n.a. UMB Bank, n.a., is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc., Member FINRA, SIPC, is a subsidiary of UMB Financial Corporation, and an affiliate of UMB Bank, n.a.Securities and Insurance products are: NOT FDIC INSURED/NO BANK GUARANTEE/MAY LOSE VALUE/NOT A DEPOSIT/NOT INSURED BY ANY GOVERNMENT AGENCY.

• Vice President, Financial Advisor

  Umb Financial Services, Inc.

  Apr 2024 - Present - Arizona, United States