Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a father, a community pillar, philanthropist and a veteran advisor, Bob Simon has fashioned a career and life helping others. Starting his career in financial services in 1976, Bob is entering his 43rd year in the industry. He has spent his entire career at Merrill. Bob adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.
Bob is a major supporter of education. He graduated from Penn State University in 1972. While at Penn State, Bob hosted the daily 6:00 PM News show for WDFM (currently called WPSU). Additionally, he was the senior captain of the Men’s Forensics and Debating Team. He won 15 individual tournament awards and 4 team awards. He has been a Lifetime member of the Penn State Alumni Association since 1973. He is a supporter of the Four Diamonds Fund, the charitable organization that is most notable for its relationship to THON. Bob holds his series 5, 7, 63 and 65 FINRA registrations as well as his Life, Health and Accident insurance license. Bob is a pioneer in wealth management, receiving one of the first CFP® certifications in 1976. Bob also achieved the Chartered Retirement Planning Counselor℠ designation in 2004. He was one of the first advisors to adopt this designation.
Community, charity and philanthropy are vital to Bob as a citizen of the world. Bob is the chairman of the Rituals and Practices committee of his synagogue, Congregation Beth Or. He has been a member of Beth Or for over 26 years and received the Man of the Year Lifetime Achievement Award in 2011. Bob is a member of the ALS Association. He also serves a Free and Accepted Mason.
In his free time, Bob enjoys activities that are both mentally and physically engaging. Fitness is important to Bob’s lifestyle. He is an avid cyclist. He attends his local fitness centers. Bob considers himself to be a major movie buff. He was previously a columnist for his synagogues newsletter. He frequents local restaurants and relishes local brews. He has two wonderful daughters, one of whom is currently serving in the U.S. Navy.
Bob works with clients to help identify their primary goals and needs—including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning options. He and his team then craft disciplined strategies designed to pursue desired client outcomes. He is cognizant of building, managing and preserving client wealth for current and future generations, while concurrently addressing the various aspects of clients’ financial lives.
Investment strategies may incorporate equities, fixed income, alternative investments, ETFs and other types of investments. Bob conveys access to both the investment insights of Merrill, and banking, credit and lending services of the Bank of America.
Pennsylvania State University System
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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