Barry Simon

Barry Simon is a Financial Services Representative focused on helping individuals, families, and business owners create, protect, and preserve wealth through personalized financial guidance and long-term planning.

A graduate of Syracuse University, Barry spent more than 25 years in the retail and shopper marketing industry, serving in senior director-level roles where he led teams, built strategic partnerships, and helped organizations drive growth and performance. He later transitioned into financial services, bringing that same consultative and solutions-oriented approach to helping clients navigate important financial decisions with clarity and confidence.

Barry believes every client’s financial situation and goals are unique. He takes the time to understand what matters most to his clients and works with them to develop practical strategies tailored to their needs. He has a particular interest in helping individuals and families navigate career transitions, retirement planning, estate planning, and other major life changes with greater confidence and financial clarity.

Committed to building long-term relationships, Barry focuses on simplifying complex financial decisions and helping clients adapt their strategies as life and priorities evolve.

Outside of work, Barry is a proud father of two daughters. He and his wife, whom he met at Syracuse University, are self-proclaimed foodies who enjoy traveling and exploring new experiences together. He is also a passionate sports and music fan who enjoys live concerts, a great baseball game, and cheering on Syracuse athletics.

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ. Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700

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