Professional

Bryce Simon, a Certified Financial Planner® professional and wealth management advisor, has built a successful, top-performing full-picture financial planning practice, focusing on the wide-ranging needs of corporate professionals and business owners. He believes that all financial goals and actions should be a direct reflection of personal and professional goals.  When both personal and professional goals are understood and clarified, actionable steps can be thoughtfully created to accomplish them. 

A large part of his success is attributed to creating a client experience that is driven by an education style approach that is unrivaled with thoughtfulness, thoroughness and a constant focus on making progress towards goals. His beliefs have earned him success within Northwestern Mutual and the industry. Through comprehensive planning, he is recognized among the company’s industry-leading advisor force for his ability to not only attract clients to his practice but also maintain those relationships.

Every year since 2012, Bryce has qualified for the National Association of Insurance and Financial Advisors (NAIFA) Quality Award, which demonstrates a commitment to exceptional professionalism, production, service, and adherence to the NAIFA Code of Ethics.

Since 2014 he achieved membership in the Million Dollar Round Table (MDRT), the premier association of financial professionals.  In 2017 he achieved  Court of the Table, recognizing his service to clients by exemplary performance and the highest standards of ethics, knowledge, service, and productivity.

He started his career with Northwestern Mutual-Chicago as a college financial representative.  Upon graduation from Purdue University with a Bachelor’s degree in Management he joined the financial planning firm full-time.  While growing his business, he also served in a leadership role as a College Unit Director for four years attracting, developing and retaining a team of college advisors to the firm’s Top 10 internship program.  Bryce currently acts as a subject matter expert for his firm and has presented at numerous national forums and conferences on a multitude of financial topics.

A former college athlete, Bryce volunteers as a head coach with the Near West Little League, a program that helps at-risk inner-city kids in Chicago learn life skills and have positive activity in the summer. He is an active supporter of Northwestern Mutual’s Childhood Cancer Program, a philanthropic initiative which works to help raise funds for childhood cancer research and to support children and their families that are battling the disease.

In his spare time, he enjoys reading, woodworking and rare bourbons.

Connect with Bryce on LinkedIn

 

Bryce Alan Simon, CFP®, ChFC®, RICP®, CLU®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck