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Lawrence S. Simon, CPA*, PFS
Senior Vice President
Marcum Financial Services, LLC
Financial Advisor
Investment Advisor Representative

Raymond James Financial Services

1600 Market Street, 32nd Floor
Philadelphia, PA 19103
Phone: 215.297.2560

Areas of Expertise
Comprehensive Financial Planning
Wealth Management
Investment Planning
Family Business Consulting

Key Clients
High-Net-Worth Individuals & Families
Business Owners
Closely-Held Companies
Family-Owned Businesses
Medical Practices
Professional Services

*Licensed by the Commonwealth of Pennsylvania

Raymond James does not provide accounting services.

Check the background of this investment professional on
FINRA's BrokerCheck

Lawrence S. Simon is a Senior Vice President of the Pennsylvania operations of Marcum Financial Services LLC. He provides investment counseling services. He assists clients with comprehensive financial planning services and strategic wealth management. Mr. Simon works closely with other professional advisors coordinating and implementing financial plans and strategies.

Mr. Simon has a vast array of accounting experience dedicated to the business needs of middle-market companies and family-based businesses in a broad range of industries. Additionally, he has a particular expertise working with medical practices of all sizes.

Mr. Simon is extensively involved in civic and charitable organizations including his tenure as a Trustee of the Reform Pension Board and the American Conference of Cantors. He has lectured and written extensively on financial planning and other business related topics.

Mr. Simon is a registered representative with Raymond James Financial Services. He is an investment advisor representative, a registered principal and a licensed insurance producer.

Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
   State Committee on Small Business, Chairman
Pennsylvania Small Business Development Center, Board of Directors
Reform Pension Board, Trustee
American Conference of Cantors
Union for Reform Judaism, Board of Directors
   Jewish Family Concerns, Committee Member
   Youth Congregation Committee, Vice Chairman
Golden Slipper Club & Charities, Board of Governors
Jewish Federation of Greater Philadelphia, Board of Directors

Bachelor of Science, Accounting
Temple University


Check the background of this firm on FINRA's BrokerCheck

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Firm

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC

Investment advisory services at the New Haven, CT office are offered through Raymond James Financial Services Advisors, Inc.

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