Elliot Simons Email & Phone Number
Co-Owner @ Owellness LLC
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Elliot Simons Location
- Boston, MA, US
Elliot Simons Work
- 2020 -now Co-Owner @
- 2019 -now VA Representative @
- 2010 -2020 Registered Representative @ NYLIFE Securities LLC
- 2009 -2020 Licensed Agent @
- 2007 -2009 Independant Life Insurance Professional @ Thomas Brown Agency
- 2006 -2008 Mortgage Advisor @ Direct Finance Corp.
- 2005 -2006 Mortgage Advisor @ 1st Metropolitan Mortgage
- 1994 -2005 Franchise Dealer @
Elliot Simons Education
- Clarkson University
BS (Civil and Environmental Engineering)
1972-1976
Elliot Simons Skills
- Estate Planning
- Public Speaking
- Wealth Preservation Planning
- Insurance
- Retirement Planning
- Legacies
- Investments
- Multi Generational Planning
- Strategic Planning
- Life Insurance
- Microsoft Office
- Gifting Strategies
- Licensed In Long Term Care Insurance
- Marketing
- Training
- Succession Planning
- Protection Planning/family Security
- Small Business
- 401k Rollovers
- Loans
- Annuity Sales
- Key Person Protection
Elliot Simons Summary
- Elliot Simons, based in Boston, MA, US, is currently a Co-Owner at Owellness LLC. Elliot Simons brings experience from previous roles at Soldiers' Angels, NYLIFE Securities LLC, New York Life Insurance Company and Thomas Brown Agency. Elliot Simons holds a 1972 - 1976 BS in Civil and Environmental Engineering @ Clarkson University. With a robust skill set that includes Estate Planning, Public Speaking, Wealth Preservation Planning, Insurance, Retirement Planning and more. Elliot Simons has 1 emails and 1 mobile phone numbers on RocketReach.
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