“After 54 years in the industry, I’ve seen virtually every scheme you can imagine. My favorite part about helping my clients is the look on their face when they realize they don’t have to worry about losing their hard-earned money,”

says Gerald.

Gerald Simon

Gerald Simon, President and Senior Partner of Simon & Simon Financial, is an Investment Advisor Representative (IAR), fiduciary and Chartered Life Underwriter (CLU). Gerald graduated magna cum laude from Northwestern State University with a B.S. in accounting and was a member of Phi Kappa Phi’s national Honor Society. After completing his degree, he accepted a position as an auditor with Deloitte and Touché, an international Certified Public Accounting firm.

Gerald’s unrivaled 50+ years in the financial services industry gives him a unique perspective in the ever-changing world of investment planning. Over the years, Gerald has served as a guest speaker for the Louisiana Trial Lawyers Association, The Covington Bar Association, The Slidell Bar Association, and The Southern Medical Association. He has been a guest lecturer at Charity Hospital School of Nursing and motivational speaker for the Million Dollar Round Table, where he was one of the group’s youngest members ever in 1966. Additionally, Gerald has served on the Presidential Advisory Councils for Security Life of Denver and Lowry Financial Services Corporation of Florida.

For decades, Gerald has made it his mission to secure the assets of his clients through his extensive experience and technical expertise. He believes his vast experience in the industry and the firm’s multi-generational intelligence combines a modern approach with traditional knowledge when evaluating investment strategies. This deep understanding gives the firm a unique advantage when developing customized retirement planning strategies for clients.