Jerry Simon Email & Phone Number
Regional Director I Texas @ Northern Trust Wealth Management
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Jerry Simon Location
- Houston, TX, US
Jerry Simon Work
- Regional Director I Texas @ (May 2026 - Present)
- Senior Vice President and Managing Director @ (June 1995 - May 2026)
- Executive Vice President @ Tanglewood Bank (November 1982 - June 1995)
- Senior Vice President @ First Western Bank (January 1981 - January 1982)
- Vice President @ Capital National Bank (January 1975 - January 1981)
- Paratrooper 82nd Airborne @ (January 1972 - January 1975)
Jerry Simon Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Banking
- Bonds
- Capital Markets
- Credit
- ETFs
- Equities
- Estate Law
- Estate Planning
- FINRA
- Family Office
- Finance
- Financial Advisory
- Financial Planners
- Financial Services
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Options
- Personal Financial Planning
- Philanthropic Services
- Philanthropy
- Portfolio Management
- Private Banking
- Private Equity
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Trading
- Trust
- Trust Services
- Trust and Estate Services
- Uniform Combined State Law
- Wealth
- Wealth Management
- Wealth Management Services
- Wealth Transfer Planning
- Process Improvement
- Sales Management
- Customer Service
Jerry Simon Summary
- Jerry Simon, based in Houston, TX, US, is currently a Regional Director I Texas at Northern Trust Wealth Management. Jerry Simon brings experience from previous roles at Northern Trust Wealth Management, Tanglewood Bank, First Western Bank and Capital National Bank. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking and more. Jerry Simon has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Northern Trust Wealth Management Employees
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Senior Vice President
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Eric Freedman
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Gloria Fieldcamp
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Jessie Sardina
Head of Content Marketing, Vice President
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Matt Lee
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Joseph Moorhead
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Aric Cleland
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Vanessa Williams
Second Vice President- Associate Wealth Advisor
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Michael Darby
President of Northern California
California, United States
John Hantak
President | Texas
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Abel J. Montanez
President | Wealth Management | West
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