Simon Moran

Designations and licenses

Simon holds a Life, Accident and Health or Sickness Insurance License.

Experience and education

Simon provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Simon served as an investment advisor representative at Ultra Financial Partners and as a regional vice president at Ash Brokerage.

Simon holds an Associate in Applied Science degree in risk management and insurance from Rio Salado College.

Personal interests

Away from the office, Simon enjoys traveling and hiking and is an active alumnus of Brophy College Preparatory.