Jeffrey David Simpson, CLU, ChFC

Jeffrey David Simpson, CLU, ChFC

Financial Advisor

Phone: 610-565-9550
Fax: 610-892-0822
Mobile Phone: 484-432-1029
E-mail:

Jeff is a graduate of Springfield High School and Shippensburg University where he received his Bachelor of Science degree in Business Administration with a concentration in marketing. He joined Wechsler/Marsico Associates in 1995 where he dedicates the majority of his practice to working with professionals and their families in the tri-state area. He has earned the Chartered Life Underwriter designation from the American College.

Jeff’s mission statement is to help his clients achieve financial success by making sure they have money when they need it most. Jeff’s financial analysis includes work in the following areas:

    • Disability Insurance
    • Life Insurance
    • Retirement Strategies
    • College Funding
    • Cash Flow and Debt Analysis

Jeff also works with his Wechsler/Marsico team in the following areas:

    • Business Continuation Strategies
    • Employee Benefits Services
    • Estate Planning
    • Long Term Care Insurance

Jeff lives in Media, Pennsylvania with his wife Lisa and his two daughters Grace and Ava. In his free time, Jeff enjoys going to sporting events, golfing, and spending time with his family. He is also the Vice Chairperson for the board of managers at the Rocky Run YMCA in Media, PA.