Verified recordFinancial Services

Keith Simon

Financial Advisor at Equitable Advisors

Based in Melville, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Melville

Industry

Financial Services

Company size

4.3K

Contact information

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Email

1 credit

k•••••••@equitable.com

Phone

5 credits

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Background

About Keith Simon

I have been an investment professional for over 35 years. I spent the majority of this time at Guardian Life Insurance as a bond trader/portfolio manager/fixed income specialist, where I gained extensive knowledge of investing and asset management. Recently I decided to make a career change and I joined Equitable Advisors as an investment advisor representative. My team and I are dedicated to helping individuals, families, and business owners develop a personalized financial plan. We can offer many different financial and risk management solutions which include, insurance, long term care, disability insurance, retirement planning, etc. If you would like to have a conversation you can contact me at keith.simon@equitable.com.

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