Wealth Manager

Joseph E. Simon, CIMA®

Joe Simon grew up in Brockton, MA and holds a Bachelor of Science degree in Business Administration from Stonehill College in Easton, MA. With over 25 years of experience in the financial services industry Joe began his career as a Financial Advisor at American Express Financial Advisors and Painewebber. Joe holds the Series 7, 63 and 66 licenses through LPL Financial, the Series 65 with Good Life Advisors, along with his life, accident, and health insurance licenses. He specializes in building comprehensive financial plans customized to the individual goals of client families. Joe resides in Lanexa, VA with his wife Natalie and four kids: Joey, Eve, Avery and Wren. In his spare time, he enjoys playing golf, listening to music, and traveling. He is also an auto enthusiast and an avid Boston Red Sox and New England Patriots fan.

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