David . Simon
SRS Capital Advisors
David Simon is the Founder and Managing Director of SRS Capital Advisors, Inc., a $600 million dollar asset management and financial advisory firm which serves high net-worth families and individuals, businesses, and foundations. Mr. Simon is also Owner and President of SimonDavis Brokerage Services, Inc. a wholesale distributor of financial services products. In 2015, CNBC recognized SRS Capital Advisors as one of the top 100 Wealth Management firms in the United States. David earned his MBA from The Colgate Darden Graduate School of Business Administration at the University of Virginia and a B.S. from Arizona State University. While attending the University of Virginia, he received advanced training in federal income taxation, estate planning, and gratuitous transfer taxation at the University of Virginia School of Law. David is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU). In 2015, David was awarded an honorary appointment as a Visiting Executive Lecturer at the Darden Business School at the University of Virginia. David is a current or past board member of: Colorado I Have a Dream Foundation (Past-President), ACE Scholarships, Darden Alumni Board, Parkinson's Association of the Rockies, Southwest Counseling Associates (Past-President), and NAIFA (Past-President). David, his wife Julia, and his three sons, Jack, Henry and Thomas now reside in Cherry Hills Village, Colorado where they enjoy skiing, golfing and the other outdoor activities Colorado has to offer.
(08/18)
