A veteran of the financial world, Brian Simon specializes in helping clients take charge of their financial future. Whether aligning with individuals, families, or business owners, Brian is driven to provide solutions that inspire hope and confidence in his clients’ financial lives. While he recognizes that certain planning issues require more intricate solutions, he focuses his expertise on providing “simple solutions to complex problems.”
Prior to joining the financial services industry, Brian enjoyed a successful career as a sports anchor at WINK-TV from 1994-2005. After he and his wife became clients of Alliance Financial Group, however, he recognized his growing passion for helping clients strengthen their financial security. Having learned planning principles directly from his advisor, John Bellino, Brian transitioned into the financial industry and joined the AFG team. Brian’s mission is to make families more financially secure today and help them move toward financial independence. I specialize in working with medical and dental professionals, business owners and other successful executives.
A Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU), Brian brings clients over 14 years of industry experience. A native of Kansas City, Missouri, Brian lives in Ft. Myers with his wife, Mindi, and their two children, Sander and Sari.
Actively involved in his community, Brian serves as the first Vice President of the Estate Planning Council of Lee County, the Co-President of the Jewish Federation of Lee and Charlotte Counties, and a member of the Board of Trustees of Temple Judea in Ft. Myers. Outside of the office, Brian enjoys playing tennis, reading, supporting the Chiefs and Royals.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian