Matthew Simon

Financial Advisor

Matthew Simon began his career with Mid Atlantic Resource Group (margFINANCIAL) in July of 2021. Prior to joining margFINANCIAL, he earned his bachelor's degree in Finance from Monmouth University and his associate degree from Brookdale Community College. He worked full-time throughout his college career with his last few years spent as a personal banker with a local retail bank. In his spare time Matt can most likely be found lifting weights or rolling jiu jitsu, playing golf, or reading in a quiet place.

Matt holds the Series 7 and Series 66 registrations, as well as the Life and Health Insurance Producer licenses. He is a registered representative and an investment advisor representative of Securian Financial Services, Inc.  Matt is licensed to sell life insurance in New Jersey, Pennsylvania, Maine, and Tennessee.

Matt's practice is centered around public servants and other civic-minded individuals and businesses.  Public servants encompass law enforcement and all other first responders, current and former military, nurses, teachers, nonprofits and charities, and entrepreneurs who bring jobs, innovation, and economic growth to their communities. Matt enjoys working with those who serve the public because they play a crucial role in serving and protecting our communities and residents. Unfortunately, their own financial security is often left in the hands of others, which is why Matt is so passionate about helping them secure their futures.