Learn More About

Markets Perspective

Obtain more information about our firm and financial professionals

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

My Areas of Focus

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, NY, OR, PA, VA
DAVID A. SIMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Pennsylvania : Jenkintown Branch

Investment and Insurance Products:

Are Not insured by the FDIC or any other federal government agency
Are Not deposits of or guaranteed by a Bank
May Lose Value

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.