Jeffrey Simon - RBC Wealth Management

Jeffrey Simon CFP®
Vice President - Financial Consultant - Private Client Group

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The Long and Winding Road
The U.S. and global economies were on the verge of complete meltdown. The financial markets reacted in kind and plummeted to historic depths. But now, economic data is pointing toward a recovery. And the stock market has mounted one of the strongest rallies in history within a short time frame. Our leading industry experts here at RBC Wealth Management provide their perspective on the current state of the U.S. economy and stock market and analysis about where they anticipate we are headed in the latest Quarterly Strategy Report..

Value Statement

I work with individuals and families who are committed to planning their wealth, securing their lifestyle, and achieving their goals. My clients share their values, dreams, needs, and goals. I listen and I help them understand their options. I work with clients to help them make smart choices about their money and develop a plan that reflects their own unique situation, while putting my knowledge and experience to work for their benefit. I believe that no financial decision should be made outside the context of a comprehensive plan. I don't believe that planning is optional. I believe it is vital.

Jeffrey Simon is currently registered to conduct business with residents of the following states: CA, CT, FL, GA, IL, MO, NC, TX, WI

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.