Jeffrey David Simpson
Jeff has been a Financial Advisor with Wechsler Marsico Simpson since 1995. He has dedicated a majority of his practice to working with professionals, business owners, and families in the tristate area. Jeff’s mission is to help his clients make important financial decisions with ease and confidence so they have money when they need it the most. Jeff uses a client focused process that helps each person work towards their hopes and dreams. Jeff’s financial analysis includes work in the following areas:
- Financial Planning
- Life Insurance
- Disability Income Protection
- Retirement Strategies
- Investment Management
Jeff also works with his Wechsler Marsico Simpson team in the following areas:
- Employee Benefits
- Business Continuation Strategies
- Estate Planning
- Long-Term Care Insurance
Jeff has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He is also a qualifying and life member of the Million Dollar Round Table.
Jeff lives in Media, PA with his wife Lisa and his two daughters Grace and Ava. In his free time, he enjoys spending time with family, golfing, and traveling. Jeff volunteers his time on the Board of Managers at the Rocky Run YMCA in Media and also helps coach both of his daughters youth soccer teams.
Jeff is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.