David Simon

David Simon is Managing Director and co-founder of SRS Capital Advisors. He originally founded the firm in 2004 (formerly called SimonDavis Asset Management, Inc.) under the premise of providing clients with a higher level of service by building an independent firm free from conflicts of interest. 

David oversees the management of the firm and focuses on Investment Solutions, Business Development, and advanced Financial Planning, Business Succession Planning, and Estate Planning solutions. He also serves on the Investment Committee. Prior to founding SRS, David spent time in New York and San Francisco working with the Private Wealth Management Division of Morgan Stanley and approximately 10 years in Denver, Colorado working with AXA Advisors, LLC. 

David holds a B. S. in Marketing from Arizona State University and an MBA from the Darden Graduate School of Business Administration at the University of Virginia, where he also took advanced tax training from the University of Virginia School of Law. In addition, he has obtained the designations of Certified Financial Planner (CFP(r)) and Chartered Life Underwriter (CLU). David is married with two children. 

Position: 
Managing Director, SRS Capital
Weight: 
4
Image: 

Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com