Bryce A. Simon, a wealth management advisor with Northwestern Mutual, has been recognized by the Million Dollar Round Table (MDRT) association for accomplishing their Top of the Table standard, an internationally recognized mark of excellence in ethics, knowledge, service and productivity.
MDRT, The Premier Association of Financial Professionals , reports only 4% of its more than 70,000 members achieve this honor annually. Simon has been a member of MDRT since 2014 and was recognized for accomplishing Court of the Table in 2017. This is his first time being recognized for Top of the Table.
“Hallmarks of Bryce and his success have been his integrity and his constant pursuit of excellence through education and professional development opportunities,” said Corey D. McQuade, managing partner of Northwestern Mutual-Chicago. “By creating relationships with clients based on mutual respect and understanding, he helps them create clarity around their vision and provides actionable steps to achieve them.”
Since joining Northwestern Mutual in 2008, Simon has built a financial planning and wealth management practice focused on the unique needs of business owners and corporate executives. Through thoughtful collaboration with his clients, he is recognized for his ability to build and foster enduring client relationships.
“Our clients frequently comment on two things,” said Simon. “First is how much they value and appreciate the time we invest in getting to know them and the thoughtfulness put into building plans to accomplish what’s most important to them. Second is how helpful it is that we look at the whole planning picture, not just investments, insurance, tax strategies, or estate planning. We look at all of it. They’re all pieces of the big picture.”
The American College of Financial Services honored Simon with the NextGen Financial Services Professional Award. Nominated exclusively by peers, recipients demonstrate a high level of commitment and dedication to the advancement of the financial planning profession and volunteerism within their communities.
Since 2012, Simon has qualified for the National Association of Insurance and Financial Advisors (NAIFA) Quality Award, demonstrating a commitment to exceptional professionalism, production, service, and adherence to the NAIFA Code of Ethics.
Simon holds a Bachelor’s degree in Management from Purdue University, where he was a track and field athlete. Outside of work, he volunteers as a coach and donor for Near West Little League.
To learn more about Simon and his wealth management practice, visit brycesimon.nm.com/.