Robert Simon Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Simon Location
- Jacksonville, FL, US
Robert Simon Work
- Partner, Wealth Advisor @ (July 2024 - Present)
- President @ River Capital Advisors, L.C. Jacksonville, FL (November 2022 - July 2024)
- Vice President @ River Capital Advisors, L.C. Jacksonville, FL (January 2020 - November 2022)
- Senior Wealth Manager @ River Capital Advisors, L.C. Jacksonville, FL (May 2011 - January 2020)
- Investment Analyst @ (March 2007 - June 2010)
Robert Simon Education
- The American College of Financial Services
Masters of Science in Financial Planning (Legacy Planning)
2021-2023 - University of North Carolina at Charlotte
B.S.B.A (Finance)
2000-2004
Robert Simon Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Business Succession
- Certified Financial Planner
- Charitable Gift Planning
- Charitable Giving
- College Education Planning
- Estate Planning
- Financial Advisory
- Financial Planning
- Hedge Funds
- Impact Investing
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Strategies
- Investments
- Legacy Planning
- Multi-generational Planning
- Mutual Funds
- Organizational Leadership
- Philanthropy
- Portfolio Management
- Private Debt
- Private Equity
- Real Estate Private Equity
- Retirement Planning
- Revenue & Profit Growth
- Risk Management
- Succession Planning
- Tax Planning
- Team Management
- Unbiased
- Wealth Management
- Wealth Transfer
Robert Simon Summary
- Robert Simon, based in Jacksonville, FL, US, is currently a Partner, Wealth Advisor at Waverly Advisors, LLC. Robert Simon brings experience from previous roles at River Capital Advisors, L.C. Jacksonville, FL and Wessel Investment Counsel LLC. Robert Simon holds a 2021 - 2023 Masters of Science in Financial Planning in Legacy Planning @ The American College of Financial Services. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Business Succession, Certified Financial Planner and more. Robert Simon has 1 mobile phone numbers on RocketReach.
Looking for a different Robert Simon?
Find contact details for 700 million professionals.
Others Named Robert Simon
Robert Simon
Chief Executive Officer
Houston, TX, US
Robert Simon
President
Birmingham, AL, US
Robert Simon
Corporate Director of People Operations and Human Resources
Havertown, PA, US
Robert Simon
Senior Consultant, Vice President
Blue Bell, PA, US
Robert Simon
President - National Executive Recruitment
Chicago, IL, US
Robert Simon
EVP
Boulder, CO, US
Robert Simon
Director Business Intelligence
United States
Top WA Asset Management, LLC Employees
Bradley Rathe
Partner, Senior Director of Portfolio Management
Chicago, IL, US
Clay McDaniel
Partner, Chief Investment Officer
Atlanta, GA, US
Scott Craig
Partner, Regional Director
Atlanta, GA, US
Jeremy Schares
Partner, Regional Director, Wealth Advisor
Chicago, IL, US
Andrew Gearhart
Partner, Wealth Advisor
Birmingham, AL, US
Scott Collins
Partner, Wealth Advisor
Sarasota, FL, US
Josh Reidinger
Chief Executive Officer
Birmingham, AL, US
Steven Causey
Partner
Birmingham, AL, US
Justin Russell
Partner, President and CEO
Birmingham, AL, US
James Lazenby
Chief Financial Officer
Birmingham, AL, US
Harve Menkens
Partner and Wealth Advisor
Bellevue, WA, US
TJ Claud
Chief Compliance Officer
Birmingham, AL, US
Gavin Gillison
Partner, Wealth Advisor
Birmingham, AL, US
Brent Gunn
Partner, Chief Information Officer
Birmingham, AL, US
Justin Snell
Chief Operating Officer
Birmingham, AL, US
Aaron Nelson
Partner
Birmingham, AL, US
Markus Sleuwen
Chief Compliance Officer
Chicago, IL, US
Melanie Nichols
Partner, Regional Director, Wealth Advisor
Birmingham, AL, US
Jack Adams
Partner
Birmingham, AL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co