Anthony P. Simon is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. A partner on "The BDGSW Group", their team of investment professionals combine their industry knowledge and capabilities with the global resources of Merrill to provide a full range of wealth management services to his clients.
Anthony assists clients by helping them manage their wealth to meet their individual or institutional investment needs. These services include retirement planning, investment planning, estate planning strategies, wealth planning and risk management. In addition, has experience with corporate benefit programs; including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans.
Anthony holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ and taught in conjunction at The Wharton School of The University of Pennsylvania.
He also holds the Certified Private Wealth Advisor® (CPWA®) designation sponsored by Investments & Wealth Institute™ at the Yale School of Management.
Anthony earned a Bachelor degree in Finance from Michigan State's Eli Broad College of Business. Originally from Grosse Pointe; now living in Royal Oak, Anthony has been with Merrill's Bloomfield Hills office since 2018.
When away from the office; Anthony enjoys spending time with family & friends, cheering on the Detroit sports teams, golfing, and traveling.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
