Louis Simone
Regional Vice President/Retirement Planning Specialist
My collegiate background includes, Marketing as an undergraduate at Wagner College and obtaining a Bachelor of Science degree in Business Administration. I continued my studies at Wagner College and went on to earn an MBA with a dual-concentration in Finance and International Business.
As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses build their financial futures. I currently hold Series 7, Series 66, Series 24 registrations, as well as Health & Life Insurance licenses. In 2013, I was awarded the title of Retirement Planning Specialist by Equitable Advisors and in 2014, I was promoted to Vice President, Northeast Region, responsible for recruiting.
In this new role, not only am I able to continue to service my client base, but I am able to grow my own organization with motivated individuals who all share the same drive and passion in helping others achieve their long term financial goals. There is no greater reward than seeing my colleagues and our clients be successful.
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.