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Scott Simons is listed as President and Financial Adviser at Ridgeline Wealth Planning, based in Dayton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Scott Simons.
Scott Simons previously worked as Financial Adviser at Financial Counseling, Inc. and Banking Center Manager at Fifth Third Bank. Scott Simons holds Bachelor'S Degree, Organizational Communication from Cedarville University.
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You shouldn't have to guess when it comes to your investments strategy. I love walking with clients to help them discover their goals, design a plan and celebrate their success. What is important to you is important to me. I sit on your side of the table when it's time to make life's biggest decisions. It is my privilege to lead the team at Ridgeline Wealth Planning and as we seek to exceed our clients expectations and deliver world class service. It is my passion to come alongside our clients, walk with them through the highs and lows, and serve as their trail guide to financial peace of mind.
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You shouldn't have to guess when it comes to your investments strategy. I love walking with clients to help them discover their goals, design a plan and celebrate their success. What is important to you is important to me. I sit on your side of the table when it's time to make life's biggest decisions.
As a financial adviser at FCI I had the opportunity to craft retirement plans, manage client portfolios, and took responsibility for driving new client growth. The relationships I was able to build with many clients spanned over a decade and included advising three and sometimes four generations for many families.
Cincinnati, Ohio, US
Led our branch to increase deposits, loan portfolio and overall operational excellence. Won several awards for customer care and also an affiliate wide award for a targeted campaign.
Cincinnati, Ohio, US
Managed branch operations at two different locations. Served clients with excellence to meet their lending and deposit needs. Realized significant loan growth during my tenure. Won multiple awards for customer service. Enjoyed mentoring multiple employees and assisting them with obtaining promotions.
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Scott Simons works for Ridgeline Wealth Planning.
Scott Simons is listed as President and Financial Adviser at Ridgeline Wealth Planning.
Scott Simons is based in Dayton, Ohio, United States while working with Ridgeline Wealth Planning.
Scott Simons has worked for Ridgeline Wealth Planning, Financial Counseling, Inc., and Fifth Third Bank.
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Scott Simons holds Bachelor'S Degree, Organizational Communication from Cedarville University.
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