PROFESSIONAL PROFILE

Dave Simons is a CERTIFIED FINANCIAL PLANNER™ and a Wealth Management Advisor (WMA). His broad-based expertise in financial matters has allowed him to appear on dozens of radio stations across the country, as well as on television and in business publications. Dave is a 1984 graduate from the University of Missouri-Columbia. He joined Merrill Lynch in July, 2004 after working as a Senior Vice-President of Investments and Branch Manager at a regional investment firm.
In February, 2007, Dave was named one of "The Most Influential St. Louisans" by the St. Louis Business Journal. He was the only financial advisor selected to join this prestigious list which included the likes of Albert Pujols, Senator Kit Bond, and August Busch.

Tom Cordes is a Chartered Financial Analyst, and is referred to as the engineer of the SC Group. His duties include portfolio analysis, construction of investment strategies, and the designing of asset allocation models. Tom is a 1999 cum laude graduate of St. Louis University with a degree in Economics. Tom joined Merrill Lynch in July, 2004 after working with Dave since 1999 at their prior firm.

Kathy Delmain is a Licensed Client Associate. She is the glue of the SC Group. Her duties include all administrative and clerical tasks that are essential for the smooth and efficient operation of the team. She has been working with Dave and Tom since 1999 and joined them in their move to Merrill Lynch in July, 2004.

The SC Group takes new clients on a limited basis. To meet directly with Dave and Tom, prospective clients must meet certain minimum requirements, including having at least $1 million in investable assets. The SC Group does team with another financial advisor for prospective clients with between $100,000 and $1 million. Call Kathy Delmain for more information.