About Robert Simon
Senior Field Agent & CEO
Robert Simon (Bob Simon) from Wilmington, NC, is a senior field agent with Cornerstone Senior Services specializing in insurance solutions for the senior market. With over 30 years of experience in the finance industry, Bob has established himself as a trusted advisor in the senior insurance and financial planning space.
Bob's career began with First Command Financial Planning, where he achieved recognition as a Platinum Producer, demonstrating exceptional performance and dedication to client service. Since 1992, he has served as CEO of Robert Simon and Associates in Wilmington, North Carolina, building a reputation for personalized, comprehensive financial solutions.
Areas of Expertise
- •Money management and portfolio reviews
- •Estate preservation and transfer of assets
- •Medicare supplements and health plan design
- •Specialized solutions for clients aged 65 and above
Personal Approach
Bob focuses on face-to-face appointments to design insurance portfolios that maximize benefits while reducing copays and deductibles. His hands-on approach ensures that each client receives personalized attention and solutions tailored to their unique financial situation and goals.