Please complete the CAPTCHA to continue
@greystonefinancial.com
✓
4 phones found area 603, 781, and 800
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Simon Heslop is listed as Managing Partner at FSA Wealth Management at FSA Wealth Management, based in Portsmouth, New Hampshire, United States. AeroLeads shows a work email signal at greystonefinancial.com, phone signal with area code 603, 781, 800, and a matched LinkedIn profile for Simon Heslop.
Simon Heslop previously worked as Managing Partner at Fsa Wealth Management and Senior Vice President at Commonwealth Financial Network. Simon Heslop holds Bsee, Ee from Union College.
This section adds company-level context without repeating Simon Heslop's masked contact details.
AeroLeads found 1 current-domain work email signal for Simon Heslop. Compare company email patterns before reaching out.
Simon Heslop is Managing Partner at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With a passion for excellence and 20 years of financial services experience, Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success. He has a history of developing targeted investment portfolios to help investors meet their long-term objectives, and truly enjoys the process of getting to know each FSA Wealth Management client.Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation. Outside of work, Simon loves to hike with his family (one day they’ll find it funny that Dad gets them lost at least half the time). He has a passion for woodworking and is perhaps one of the few people who idolize Norm Abrams and The New Yankee Workshop. He enjoys all types of bicycle riding and has a goal of riding across the country (despite the fact that he has barely ridden across New England). To learn more about Simon or FSA Wealth Management, please visit https://fsawm.com/---FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/
Listed skills include Strategy.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Needham, Massachusetts, US
Wealth brings challenges. Face them with confidence – and with the right team behind you.Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them.
Waltham, MA, US
Simon worked in a senior management role at Commonwealth Financial Network. His primary responsibilities included managing the investment management and research platform across the company and providing indispensable client service. Simon focused all facets of investment research with a focus on mutual funds, ETFs and separately managed accounts.While at.
Founded and built a resistered investment advisory firm focused on investment management and wealth management services for private clients.
Boston, MA, US
Built and managed the quantitative analysis team for Fidelity Investment's mutual fund wrap platform.
US
Research analyst focused on currency options, derivatives and economic and geopolitical trends.
Quick answers generated from the profile data available on this page.
Simon Heslop works for FSA Wealth Management.
Simon Heslop is listed as Managing Partner at FSA Wealth Management at FSA Wealth Management.
AeroLeads has found 1 work email signal at @greystonefinancial.com for Simon Heslop at FSA Wealth Management.
AeroLeads has found 4 phone signal(s) with area code 603, 781, 800 for Simon Heslop at FSA Wealth Management.
Simon Heslop is based in Portsmouth, New Hampshire, United States while working with FSA Wealth Management.
Simon Heslop has worked for Fsa Wealth Management, Commonwealth Financial Network, Greystone Financial Advisors, Fidelity Investments, and Thomson Financial.
You can use AeroLeads to view verified contact signals for Simon Heslop at FSA Wealth Management, including work email, phone, and LinkedIn data when available.
Simon Heslop holds Bsee, Ee from Union College.
Simon Heslop is listed with skills including Strategy.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts