
Mark Simon
As a Financial Advisor with Evershore Financial Group, Mark Simon brings quality care into his line of work,... | Boca Raton, Florida, United States
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Mark Simon’s Emails ms****@ev****.com
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Mark Simon’s Location Boca Raton, Florida, United States
Mark Simon’s Expertise As a Financial Advisor with Evershore Financial Group, Mark Simon brings quality care into his line of work, where he helps people make informed financial decisions in order to help reach their life goals. He focuses his practice on helping individuals near and in retirement to protect their futures with comprehensive financial strategies and implementation of retirement solutions, lifetime income strategies, investments, and insurance. With over 35 years of experience in the investment business, Mark’s experience ranges from being a partner in a NYSE firm on Wall Street to being President and Chief Investment Officer (CIO) of a life insurance company where he managed a general account of more than 500 million. Mark is licensed in Florida and holds the Series 7, Series 24, Series 63 and Series 66 registrations. Mark’s licensing positions him to offer his clients a wide array of financial solutions that can be customized to their unique financial needs both before and after retirement. Mark holds an MBA from the Wharton School, was the market strategist on the NBC program, “The First Word on Investing”, and hosted a daily radio program on 740 AM in Boca Raton. Currently, you can find him on "Your Financial Future" Sundays on WPTV Channel 5. Mark Simon is a Registered Representative and Investment Advisor Representative of Securian Financial Services. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. DOFU 08/2013 708800
Mark Simon’s Current Industry Evershore Financial
Mark
Simon’s Prior Industry
Noble Capital Management
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Gaines And Smith Financial
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Simon Wealth Management
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Evershore Financial
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Work Experience

Evershore Financial
Managing Associate
Wed Aug 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Simon Wealth Management
President
Sat Mar 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Gaines And Smith Financial
Chief Investment Strategist
Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Noble Capital Management
Managing Director
Fri Sep 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)