About Simeon
Prior to joining Focus Partners Wealth, Simeon worked at WMS Partners, an RIA in Baltimore, Maryland, as an Advisory Analyst for 2.5 years. In this role, he supported lead advisors in developing comprehensive financial plans and sourcing public and private investments for high- to ultra-high-net-worth clients. In his current position as an Associate Wealth Advisor, he collaborates with the advisory team and clients to create sustainable yet dynamic financial plans that align with their present and future goals.
Simeon lives in Maryland and enjoys traveling, physical fitness, cooking, and reading. Spending time with family is very important to him. Teaching as many people as possible about investing and taking control of their finances, particularly those who lack the knowledge, is a significant goal of his.
Education, Designations, Licensures
-bachelor of science in finance, Towson University
Prior to joining Focus Partners Wealth, Simeon worked at WMS Partners, an RIA in Baltimore, Maryland, as an Advisory Analyst for 2.5 years. In this role, he supported lead advisors in developing comprehensive financial plans and sourcing public and private investments for high- to ultra-high-net-worth clients. In his current position as an Associate Wealth Advisor, he collaborates with the advisory team and clients to create sustainable yet dynamic financial plans that align with their present and future goals.
Simeon lives in Maryland and enjoys traveling, physical fitness, cooking, and reading. Spending time with family is very important to him. Teaching as many people as possible about investing and taking control of their finances, particularly those who lack the knowledge, is a significant goal of his.
Education, Designations, Licensures
-bachelor of science in finance, Towson University