In his role as a Financial Planning Associate, Simon Lawson supports and works closely with planners and advisors, collecting and organizing data, preparing financial plans, running scenarios, designing presentations, and performing a variety of other tasks related to financial planning.
Simon earned a bachelor’s degree in Organizational Leadership from the University of Cincinnati before serving in a client services role, and later investment solutions advising, at Fidelity Investments. He is a Certified Financial Planner.
This native enjoys golf, professional sports, and skiing. He is an avid cook who travels any chance he gets.
Ask Simon About
- Estate planning
- Navigating early professional years