Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

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Michael H. Simon, CFP

Senior Vice President–Wealth Management

Financial Advisor

I have always prided myself on carefully listening to my clients' needs, concerns and expectations, and then providing appropriate solutions. Ongoing communication is essential to long term success. I am one of a select number of Financial Advisors at UBS Financial Services, Inc. that have earned the designation of Wealth Advisor. Only Financial Advisors who have significant experience and who have completed a rigorous educational accreditation program are awarded the Wealth Advisor designation. My clients are primarily successful business people, professionals and retirees.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WY

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Wealth Advisor
500 Campus Drive
Florham Park, NJ 07932

Email Me

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Turn possibilities into a plan

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A leading global wealth manager

Texas

Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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UBS Group invested assets
As of 10/29/2025

51 countries

Our global footprint

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UBS is a leading and truly global wealth manager

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