Broker Check
Michael  Simon

“The person who fails to plan, plans to fail.”
                                 

                                     - Benjamin Franklin

Michael’s career began in 1992. His background includes working for brokerage firms, insurance companies, and other financial institutions. He has been successful as a financial advisor, wholesaler, and leader throughout his career by focusing on the needs of his clients. Michael assists members by helping them to develop a sound plan to pursue their financial hopes and dreams. By effectively using financial planning he has been able to assist members to retire successfully, to educate their children, and to pass assets efficiently to the next generation.


Michael has lived here in Florida since 1981. He attended Florida State University and graduated with a B.S. in Economics. Upon graduation Michael began his career in financial services. He is married to his wife Sarah and is the proud father of three children.


Michael is proud to be a recent grandfather. He loves spending time with his family, going to the beach, traveling, and exercising,