BNY Mellon Wealth Management has named Paul J Simon as Senior Director, Wealth Manager in Naples, Florida.
He will report to Senior Director and Team Leader David J Maksymetz and will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.
“Paul has 30 years of experience in the financial services industry. This familiarity with our industry will enable him to provide our clients with exceptional advice tailored to their individual needs,” says Maksymetz. “As our Naples office continues to grow and gain market share, I am confident that Paul will support our efforts and help us continue our double-digit growth rate in southwest Florida. We are thrilled to welcome Paul to the team.”
Prior to joining BNY Mellon Wealth Management, Simon was Vice President and Portfolio Manager at Stoney Creek Advisors, where he managed multi-asset model portfolios. Prior to this role, Simon spent 12 years as Chief Investment Officer for Tactical Allocation Group LLC, where he managed global tactical ETF portfolios.
Simon holds a Bachelor of Science in Finance from Wayne State University in Detroit, Michigan. He is a Certified Investment Management Consultant (CIMC) from the Investments and Wealth Management Institute.