Robert Simons

Robert Simons

Registered Client Service Associate

Bob joined Davidson Wealth Management in 2019.  He has been working in various administrative and customer service focused roles in the financial and banking industries for the past 6 years. Bob's responsibilities include handling client service requests, providing brokerage support, acting as a liaison to investment companies, overall case implementation and support, along with other operational assistance.

Bob currently holds a Series 6 and 7, Series 63, as well as a NJ Life and Health Insurance License. 

Bob graduated from Kean University with his Bachelor's Degree in Finance.  Bob lives in Brick, New Jersey with his wife Adriana and daughter Lillian.

Phone (732) 409-1060
Fax (732) 409-1052