Matthew Simon image

Matthew Simon

Financial Advisor
732-922-6300
732-922-3353

Matthew Simon began his career with Mid Atlantic Resource Group in June of 2021, just after receiving a Bachelor of Science from Monmouth University. Before he transferred to Monmouth, Matthew received his Associate of Science from Brookdale Community College. Matt worked throughout his entire college career, spending the last few years working full-time as a personal banker with a local retail bank.

Matt holds the Series 7 and Series 66 registrations, as well as his Life and Health Insurance Producer licenses. He is registered as both an Investment Advisor Representative and a Registered Representative of Securian Financial Services, Inc.

Helping his clients improve their lifestyles and reach that next level is what Matt strives to do. Matthew has a very strong work ethic and loves to learn new things. In his spare time, Matt enjoys reading, lifting weights, watching sports, and snowboarding. Matt is especially glad to be in a position to help others manage the financial and emotional burdens that come with common life events. Events such as raising children, changing careers and retiring can be challenging for families to manage, but Matthew sees every challenge as an opportunity and he is extremely excited to build up a successful, long-lasting, financial advising practice.

Matthew is a registered representative and an investment advisor representative of Securian Financial Services, Inc.