Bob Simons

Bob Simons

Relationship Manager / Operational Support

Senior Relationship Manager, Next Generation Wealth Planning

If you’ve ever called our office, you’ll recognize Bob as that warm person who you can always tell is smiling on the other end of the phone.

Bob joined Next Generation Wealth Planning in the winter of 2019.  He has over 10 years of customer service experience working in retail banking and has held a number of roles within the financial services companies he’s worked for.

Bob’s responsibilities at NGWP include handling client service requests, providing brokerage support, acting as a liaison to investment companies, overall case implementation and support, along with other operational assistance.

Additionally, Bob has earned FINRA licenses Series 7 (general securities licensing) and FINRA license Series 63 (uniform securities agent state law representative).  He also holds his State of New Jersey Life and Health Insurance Producers Licenses.

Bob graduated from Kean University earning a Bachelors Degree in Finance with a Minor in Economics. He resides in Brick, New Jersey, with his wife Adriana

Phone 732-409-7232
Fax 732-409-1052