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Robert Simon - Email & Phone Number

Partner, Wealth Advisor at Warren Averett Asset Management, Llc

Robert Simon is based out of Jacksonville, Florida, United States and works at Warren Averett Asset Management, Llc as Partner, Wealth Advisor.

Robert Simon's Contact Information

Robert Simon's Work email
r*****@waverl***.com
Valid
Robert Simon's Phone number
+1 (219) *** ****
Robert Simon's Phone number
+1 (904) *** ****
Robert Simon's Phone number
+1 (904) *** ****
Latest update
December 18, 2025
Location
Jacksonville, Florida, United States

Robert Simon's Work History

Partner, Wealth Advisor
Waverly Advisors, LLC
Jul 2024 - Present
President
River Capital Advisors, L.C. Jacksonville, FL
Nov 2022 - Jul 2024
Vice President
River Capital Advisors, L.C. Jacksonville, FL
Jan 2020 - Nov 2022
Senior Wealth Manager
River Capital Advisors, L.C. Jacksonville, FL
May 2011 - Jan 2020
Investment Analyst
Wessel Investment Counsel LLC
Mar 2007 - Jun 2010

Robert Simon's Education

Masters of Science in Financial Planning
Sep 2021 - Apr 2023

Robert Simon's Skills

Revenue & Profit Growth
Team Management
Organizational Leadership
Legacy Planning
Business Succession
Hedge Funds

Robert's current employer

Warren Averett Asset Management, Llc logo

Warren Averett Asset Management, Llc

Description
Our team of skilled financial advisors offer clients asset and wealth management, collaborative investment, tax, estate and financial pla...
HQ Location
Birmingham, Alabama, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Robert Simon

What company is Robert Simon working for?
Robert Simon works for Warren Averett Asset Management, Llc.
What is Robert Simon's function at Warren Averett Asset Management, Llc?
Robert Simon is Partner, Wealth Advisor at Warren Averett Asset Management, Llc.
Where is Robert Simon based?
Robert Simon is based out of Jacksonville, Florida, United States.
What is Robert Simon's work email address?
Robert Simon's professional email address is r*****@waverl***.com
Who are Robert Simon's co-workers?
Robert Simon's colleagues are Justin Russell, Josh Reidinger, Gavin Gillison, David Foreman, Lynn Lackey, Evan Crouse, Anna Lashley, Teresa Pierce, Kellie Clodgoe, Melanie Nichols, Aaron Nelson, Dalton Clary, Ryan Moore, John Cox, Robyn Martin-Schubart, Ashley Tucker, Thomas DiCesare, Kelly Clary, Isabela Fioravanti, Steven Causey, William McCarthy, Kellie Cowart, Heath Echols, Andrew Gearhart, Joseph McNair, Clay McDaniel, Irby Thompson, Justin Sly, Joshua Miller, James Lazenby, Justin Snell, Diana Contorno.
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Robert's co-workers

Justin Russell avatar
Justin Russell
Partner and President
Josh Reidinger avatar
Josh Reidinger
Chief Executive Officer
Gavin Gillison avatar
Gavin Gillison
Director of Financial Planning/ Senior Client Consultant
David Foreman avatar
David Foreman
Partner and Wealth Advisor
Lynn Lackey avatar
Lynn Lackey
Human Resources Manager
Evan Crouse avatar
Evan Crouse
Financial Planner and Advisor
Anna Lashley avatar
Anna Lashley
Senior Client Service Associate
Teresa Pierce avatar
Teresa Pierce
Senior Client Service Associate
Kellie Clodgoe avatar
Kellie Clodgoe
senior fund accountant
Melanie Nichols avatar
Melanie Nichols
Senior Client Advisor
Aaron Nelson avatar
Aaron Nelson
Partner
Dalton Clary avatar
Dalton Clary
Financial Planner
Ryan Moore avatar
Ryan Moore
Financial Planner
John Cox avatar
John Cox
Chief Investment Officer and Partner
Robyn Martin-Schubart avatar
Robyn Martin-Schubart
Marketing Manager
Ashley Tucker avatar
Ashley Tucker
Certified Financial Planner
Thomas DiCesare avatar
Thomas DiCesare
Partner, Wealth Advisor
Kelly Clary avatar
Kelly Clary
Partner, Wealth Advisor
Isabela Fioravanti avatar
Isabela Fioravanti
Waverly Advisors Intern
Steven Causey avatar
Steven Causey
Partner
William McCarthy avatar
William McCarthy
Firm Controller
Kellie Cowart avatar
Kellie Cowart
Senior Fund Accountant
Heath Echols avatar
Heath Echols
Chief Technology Officer
Andrew Gearhart avatar
Andrew Gearhart
Partner, Wealth Advisor
Joseph McNair avatar
Joseph McNair
Partner at Waverly Advisors
Clay McDaniel avatar
Clay McDaniel
Partner, Chief Investment Officer of Private Markets
Irby Thompson avatar
Irby Thompson
Partner, Wealth Advisor
Justin Sly avatar
Justin Sly
Investment Analyst
Joshua Miller avatar
Joshua Miller
Sr. Investment Analyst
James Lazenby avatar
James Lazenby
Chief Financial Officer
Justin Snell avatar
Justin Snell
Chief Operating Officer
Diana Contorno avatar
Diana Contorno
Retirement Planning Specialist
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