Robert Simon Email & Phone Number
Partner, Wealth Advisor @ WA Asset Management, LLC
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Robert Simon Location
- Jacksonville, FL, US
Robert Simon Work
- 2024 - now Partner, Wealth Advisor @
- 2022 - 2024 President @ River Capital Advisors, L.C. Jacksonville, FL
- 2020 - 2022 Vice President @ River Capital Advisors, L.C. Jacksonville, FL
- 2011 - 2020 Senior Wealth Manager @ River Capital Advisors, L.C. Jacksonville, FL
- 2007 - 2010 Investment Analyst @
Robert Simon Education
- The American College of Financial Services 2021 - 2023
- University of North Carolina at Charlotte 2000 - 2004
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 The American College of Financial Services. Robert Simon has 1 emails and 1 mobile phone numbers on RocketReach.
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