Drew Simon (CRD# 4357035)
As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth Partners. His primary focus, however, is maintaining the financial well-being of BSW’s clients and advising many of BSW’s longest-standing families.
With over 30 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.
Drew believes that balance is an essential ingredient to making life better. Outside BSW, his interests include various fitness activities with his wife Terri, enjoying his three (almost adult) children, international travel, yoga, hiking, and scuba diving.
Education, accreditation, leadership and service:
- BS, Wharton School, University of Pennsylvania
- JD, Columbus School of Law, Catholic University of America
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsw Wealth Partners | Boulder, CO | Jan 2010 - Current | 14 |
| R3 Returns, LLC | Boulder, CO | Jan 2015 - Mar 2023 | 8 |
| R3 Returns | Boulder, CO | Apr 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
- CO
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Total Assets Under Management1,837MILLIONS
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Total Number of Accounts3,752ACCOUNTS
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Average Account Value$489,717
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, DC, FL, HI, IA, MA, NC, NM, NY, OR, SD, TX, UT, VA
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