Wendy Simon

Wendy Simon is a seasoned financial professional with extensive experience in financial planning and advisory roles. Wendy has held positions at Corebridge Financial as a Financial Planning Advisor since September 2022 and previously at AIG Retirement Services in a similar role. Prior experience includes serving as a Financial Advisor at Barnes Insurance and Financial Services and BBVA Compass, along with a tenure at Edward Jones. Wendy's career also encompasses significant roles in trust and fiduciary services, including VP positions at Wells Fargo and SunTrust Bank, as well as a Trust Officer role at AmSouth Bank. Wendy holds a Bachelor of Science in Business Administration with a focus on Management from UWF Lewis Bear Jr. College of Business.