Neal Simon

Potomac, Maryland, United States Contact Info
3K followers 500+ connections

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Experience & Education

  • Savant Wealth Management

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Volunteer Experience

Organizations

  • Community Foundation of the National Capital Region

    Chairman of Board

    - Present
  • Alliance for RIAs (aRIA)

    Founding Member

    - Present

    aRIA is a boutique industry association comprised of a top consulting company and six elite RIA firms that collectively manage more than $20 billion in client assets. Each of our member firms have experienced significant “non-organic” growth through recruiting advisors, developing new business lines, or completing mergers and acquisitions.

  • Young Presidents Organization (YPO)

    Membership Chair, Forum Officer, Treasurer

    - Present
  • Interfaith Works

    Board Member

    -
  • Community Foundation of Montgomery County

    Chairman of the Board

    -

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