Simon Rawlinson Email & Phone Number

Senior Vice President, Wealth Management @ Raymond James

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Simon Rawlinson Location

Pasadena, CA, US

Simon Rawlinson Work

2022 - now Senior Vice President, Wealth Management @ Raymond James
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2015 - 2022 Private Wealth Advisor @ Union Bank
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2011 - 2015 Wealth Strategist @ Northern Trust Corporation
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2008 - 2011 Private Client Advisor @ Bank of the West
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2007 - 2008 Investment and Trust Analyst @ City National Bank

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Simon Rawlinson Education

Golden Gate University
Masters (Advanced Financial Planning)
2018 - 2019
College for Financial Planning
(CERTIFIED FINANCIAL PLANNER (CFP®) Professional Education Program)
Cannon Financial Institute
CERTIFIED WEALTH STRATEGIST (CWS®)

Syracuse University
Bachelor's degree (Speech Communication and Rhetoric)

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Simon Rawlinson Skills

Wealth Management Services
Holistic Financial Planning
Investment Strategies

Trust Management
Fiduciary Services
Wealth Management
Financial Planning
Investment Management

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Simon Rawlinson Summary

Simon Rawlinson, based in Pasadena, CA, US, is currently a Senior Vice President, Wealth Management at Raymond James. Simon Rawlinson brings experience from previous roles at Union Bank, Northern Trust Corporation, Bank of the West and City National Bank. Simon Rawlinson holds a 2018 - 2019 Masters in Advanced Financial Planning @ Golden Gate University. With a robust skill set that includes Wealth Management Services, Holistic Financial Planning, Investment Strategies, Trust Management, Fiduciary Services and more. Simon Rawlinson has 2 emails and 3 mobile phone numbers on RocketReach.

Simon Rawlinson Emails

Found 2 emails

Simon Rawlinson Phone Numbers

Found 3 phone numbers

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Others Named Simon Rawlinson

Simon Rawlinson

Senior Vice President, Wealth Management at Raymond James

Pasadena, CA, US
2
- gmail.com
- raymondjames.com
3
- +1 213-422-XXXX
- +1 310-270-XXXX
- +1 323-229-XXXX
Si Rawlinson

Associate Artistic Director at Kakilang

London, GB
1
- dmu.ac.uk
Simon Rawlinson

Head of Strategic Research and Insight at Arcadis

London, GB
2
- arcadis.com
- arcadis.nl
4
- +44 20 7061 XXXX
- +44 20 7812 XXXX
- +44 7979 51XXXX
- +44 7715 75XXXX

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