Dave Simons brings a unique blend of journalistic curiosity and over 30 years of experience as a financial advisor. Raised in St. Louis from the age of four, Dave’s career began in journalism, where he interviewed iconic figures like Joe DiMaggio and Colin Firth. His background in storytelling and critical thinking seamlessly transitioned into his career as a financial advisor, where he strives to excel in crafting personalized financial narratives for his clients. Dave’s dedication to his clients’ success is reflected in his personal mission to be the best for those who count on him, applying his talents to help clients achieve their goals while providing unwavering support to his family and friends.
Dave has been recognized as one of St. Louis’ Most Influential People by the St. Louis Business Journal, a Best-in-State Wealth Advisor by Forbes in 2024** and Best-In-State Wealth Management Team Member by Forbes* in 2024. His academic background includes a Bachelor’s in Journalism from the University of Missouri-Columbia, and he is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Dave’s love for piecing together complex financial puzzles keeps his work dynamic and fulfilling, striving to ensure that his clients always feel confident and supported.
Education and Credentials:
- Wentzville High School, 1980
- Bachelor’s in Journalism (Broadcasting), University of Missouri-Columbia, 1984
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Personal Life and Interests:
- Married for 36 years to his wife, with two children: Taylor and Austin
- Enthusiast of marathons, triathlons, playing guitar, and learning Mandarin
- Enjoys traveling, music, live concerts, and engaging deeply with his faith through daily prayer and Bible study
*The Forbes Best-In-State Wealth Management Team (Missouri) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
