Simon RIcciardi

Financial Services Representative at Fortis Lux Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
New York, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Fortis Lux Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Representative
      • Nov 2022 - Present

      New York City Metropolitan Area

    • Financial Services Representative
      • Nov 2022 - Present

      420 Lexington Avenue, suite 2510, New York, NY 10170 I focus on providing wealth management solutions to families, professional executives and business owners. Together with my team, I help affluent clients address their biggest concerns like: • preserving their wealth • risk management • mitigating taxes • taking care of their heirs • wealth transfer • charitable giving • employee benefits and retention services • retirement planning strategies • estate strategies • business continuation strategies

  • Roads to Success
    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Youth Counselor
      • Jun 2018 - Sep 2018

      New York, New York

  • The Templeton Group
    • United States
    • Information Technology & Services
    • Associate Consultant
      • Jun 2017 - Sep 2017

      New York, New York

Community

You need to have a working account to view this content. Click here to join now