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
- Senior Vice President, Wealth Management @ (June 2022 - Present)
- Private Wealth Advisor @ (November 2015 - June 2022)
- Wealth Strategist @ (November 2011 - September 2015)
- Private Client Advisor @ (October 2008 - November 2011)
- Investment and Trust Analyst @ (March 2007 - October 2008)
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)
Simon Rawlinson Skills
- Wealth Management Services
- Holistic Financial Planning
- Investment Strategies
- Trust Management
- Fiduciary Services
- Wealth Management
- Financial Planning
- Investment Management
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.
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