David A. Simon, MBA, CLU, CFP®
David is the President and a Principal of SimonDavis Brokerage Services, Inc. David's educational background includes an MBA from the Darden Graduate School of Business at The University of Virginia and tax training from the University of Virginia School of Law. In addition, David is a Certified Financial Planner (CFP®) and a Chartered Life Underwriter (CLU). David oversees all operations of SimonDavis and assists brokers with advanced case designs for their clients.
Policy Service, Commissions & Licensing
New Business and Underwriting Support