Simon Dolezal

Assistant Vice President, Senior Wealth Advisor

Simon Dolezal is an Assistant Vice President for TruMark Financial Wealth Advisors and Senior Wealth Advisor with LPL Financial. Simon brings over 30 years of experience in the financial services industry, and early in his career, came from a fixed income background working as a corporate bond specialist with Smith Barney in the early eighties. Simon takes a holistic approach to members’ unique goals and needs and enjoys helping clients plan for retirement, incorporating rollovers, or advising on tax-free investing, and principal protection strategies.

Simon employs long-term strategic asset allocation strategies to help clients work toward growing, protecting, and preserving their assets based on each client’s unique investment objectives and goals.

Simon attended McGill University from 1975 to 1977, going on to finish his degree in cultural anthropology and economics at Boston University, cum laude, 1979. Simon has an avid interest in language, cultures, sports, dogs, and enjoys traveling.

Simon holds FINRA Series 7, 63, and 65 licenses with LPL Financial, and is registered to do business in DC, DE, MD, NJ, NY, and PA.

Simon would be happy to sit down with you and take the time to understand your very unique goals, needs, and aspirations.

Phone 215 953 5399
Fax 215 396 6421
Mobile Phone 267 559 6169