DAVID A. SIMON

Financial Advisor

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
Email: dave.simon@wellsfargoadvisors.com Compose mail in a new window

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

My Areas of Focus

Business Services
Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AZ, CA, FL, HI, NH, NJ, NM, NY, PA, SC, VA
Insurance licensed in the following states: CA (Lic. # 0D45951)
DAVID A. SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Jenkintown Branch