With nearly a decade of experience in the financial services industry, I specialize in helping high-net-worth individuals and families build and preserve their wealth through strategic investment management, financial planning, and personalized guidance. As a financial advisor at Simonson Wealth Management and Cetera Advisor Networks, I focus on investment monitoring, performance tracking, and comprehensive account analysis to ensure my clients’ financial strategies align with their long-term goals. Additionally, I oversee the team’s technological infrastructure, integrating cutting-edge tools to enhance client service and investment decision-making.
Simonson Wealth Management is a family-run firm built on trust, transparency, and a commitment to delivering exceptional client care. As the eldest son of John Simonson, I take great pride in continuing our legacy of helping families and individuals navigate their financial futures with confidence.
Before joining Simonson Wealth Management, I worked as a client service associate at Morgan Stanley, gaining extensive experience in investment research, portfolio analysis, and market strategies. I hold both a Series 7 and Series 66 securities registration, allowing me to provide informed and strategic financial guidance across a wide range of investment disciplines.
Born and raised in Tucson, Arizona, I graduated from the University of San Diego with a degree in Business Administration. During my time there, I served as president of Phi Kappa Theta Fraternity, where I developed leadership and organizational skills that continue to shape my professional approach. I also competed in club water polo for two seasons and later coached the team, reinforcing my ability to lead and mentor both in and out of the office. Additionally, I served a two-year term on the national board of trustees for Phi Kappa Theta, gaining invaluable experience in governance and strategic decision-making.
Outside of work, I am passionate about personal growth, fitness, and the outdoors. Whether through weightlifting, martial arts, or time spent in nature, I believe in the importance of discipline, resilience, and continuous improvement—values I bring to my work with clients every day.
At Simonson Wealth Management, we are dedicated to providing a client-first experience built on trust, transparency, and results-driven financial strategies. I look forward to helping you navigate your financial journey with clarity and confidence.