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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.

This native enjoys golf, professional sports, and skiing. He is an avid cook who travels any chance he gets.

In Simon’s Words

“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.”

Ask Simon About

  • Estate planning
  • Navigating early professional years

Simon T. Lawson

Financial Planning Associate

Education

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