Rob Simon, MSFP, CFP®, AEP®, CAP®

Rob Simon joined Waverly in July of 2024, with over 10 years of experience in the wealth management industry. Rob previously served as president of River Capital Advisors prior to its acquisition by Waverly Advisors, LLC. In his current role, Rob leads the Jacksonville team to assist clients in meeting their unique financial and personal goals. He is a CERTIFIED FINANCIAL PLANNER® practitioner (CFP®), an Accredited Estate Planner® (AEP®), and a Chartered Advisor In Philanthropy® (CAP®). Outside of work, Rob enjoys spending time with his wife, hiking, traveling, and collecting vinyl records.

Education

• Bachelor of Science in Finance, with Honors in Business
  University of North Carolina at Charlotte
• Master of Science in Financial Planning
  The American College

Professional Affiliations

• The National Association of Personal Financial Advisors
• Financial Planning Association of Northeast Florida
• Garrett Planning Network

Community Involvement

• Planned Giving Council of Northeast Florida, Member
• Professional Advisory Council Member for Community Foundation of Northeast Florida
• Estate Planning Council of Northeast Florida, Member

Ask Me About

• The difference between transfer and transition in estate planning
• My cat, Oscar (he may be a bit spoiled)
• How you can save money on taxation using innovative strategies
• Obscure 70’s singer-songwriters and one-man bands
• Charitable giving and how to create the benefit you desire