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My Story

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.

Simon T. Lawson

Financial Planning Associate

  • University of Cincinnati, B.S. in Organizational Leadership, 2014