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.
“There is nothing more satisfying than putting together a plan and helping a client realize they’ve taken all the right steps in their life in order to retire comfortably,” says Simon. “On the reverse side, sometime a plan can be challenging, and putting together that ‘puzzle’ and coming up with a solution that yields a positive result is always a rewarding feeling.”