Business & Leadership: Simon & Simon Financial

GERALD, GRANT AND CHAD SIMON

WHO ARE SIMON & SIMON?

Simon and Simon Financial is a family-owned financial advisory company based in Covington. The company is led by a father and his two sons, who are lifelong residents of the area. Gerald Simon has been in the business for 59 years and continues to be actively involved. Grant became one of the youngest men in the USA to receive his securities license just three days after his 18th birthday, while Chad joined the firm shortly after completing his studies at LSU.

WHAT ARE THE GUIDING PRINCIPLES THAT DRIVE SIMON AND SIMON?

The guiding principles that drive Simon and Simon are hard work, dedication, integrity, and fairness. Being born and raised locally strengthens their bond with the community, reinforcing their commitment to making positive contributions.

WHAT MAKES YOUR COMPANY SPECIAL?

We are a boutique firm, not a one-size-fits-all. What sets our company apart is the unwavering commitment to being fiduciary financial advisors. We prioritize our clients’ best interests and provide unbiased, transparent advice tailored to their needs and objectives.

WHAT FINAL THOUGHT WOULD YOU LIKE TO LEAVE WITH OUR READERS?

Choose to work with us, and you’ll experience a family-like atmosphere without any pressure. We align your investments with core principles, ethical practices, and positive community contributions for long-term growth and shared values.

1123 S. Tyler St., Covington (985) 900-2510 www.simonandsimonfinancial.com