David Simon

David Simon, CFP®, CLU®

MANAGING DIRECTOR AND CO-FOUNDER

DAVID SIMON IS A MANAGING DIRECTOR AT SRS CAPITAL ADVISORS. He originally founded the firm in 2004 (formerly called SimonDavis Asset Management, Inc.) under the premise of providing clients with a higher level of service by building an independent firm free from conflicts of interest.

David oversees the management of the firm and focuses on investment solutions, business development, advanced financial planning, business succession planning, and estate planning solutions. He also serves on the investment committee.

David holds a B.S. in Marketing from Arizona State University as well as an M.B.A. from The Colgate Darden Graduate School of Business Administration at the University of Virginia. David is also a Certified Financial Planner™ (CFP®) and a Chartered Life Underwriter® (CLU®) and received advanced training in federal income taxation, estate planning, and gratuitous transfer taxation at the University of Virginia School of Law.

David is married with 3 children.