DAVID A. SIMON

First Vice President - Investment Officer

Address: 165 Township Line Road, Two Pitcairn Place, Suite 200, P.O. BOX 9013 , Jenkintown , PA 19046
Phone: 215-572-4242 | 800-223-7053     Fax: 215-572-4299

My Background

My Associate(s): Lizanne McCarthy, Senior Registered Client Associate

My Experience

  • 2000 - Present : Wells Fargo Advisors, Senior Vice President
  • 1991 - 2000 : PaineWebber, Vice President
  • 1989 - 1991 : Kidder, Peabody & Co., Account Vice President
  • 1988 - 1989 : Drexel Burnham Lambert, IST III

My Education & Credentials

  • AB in Public Policy & Religion-Duke University
Securities Registered in the following states: AZ, CA, DE, FL, HI, NH, NJ, NM, NY, OR, PA, VA
Insurance licensed in the following states: AZ, CA (Lic. # 0D45951), FL, HI, NJ, OR, PA, VA
DAVID A. SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Jenkintown Branch