Simon has worked in wealth management for 7 years and serves as a Client Service Associate at Miracle Mile. Simon supports advisory teams and their clients.
Prior to joining Miracle Mile Advisors, Simon was with a Los Angeles based Broker Dealer where he has experience in both Compliance and Client Services. He has unique experience in both supporting Advisors and their clients, as well as Internal operations so he understands both sides of the business.
Simon received a bachelor’s degree in Business Management, from Mount Saint Mary’s University.
Current role
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Miracle Mile Advisors
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at The Colony Group