[Fredslist] Please Welcome Financial Planner Simeon Mann of Mann Wealth Management To Gotham LI

[Lisa Waterman]

A hearty Gotham welcome to Simeon Mann, Senior Vice President of Investments at Mann Wealth Management Group at Stifel, who joins Gotham LI as a financial planner.  Based in Garden City, NY Simeon works with his clients and their families helping them navigate the complexities of building, managing, preserving and transitioning the wealth they have worked so hard to attain.  Simeon is a comprehensive financial advisor providing advice and guidance on investments in various asset classes including stocks, funds, private assets and structured products.  Creating long-term financial plans to meet his client's individual needs, Simeon also advises on and can provide life, disability and long term care insurance.

Simeon's contact information is below and attached.  Feel free to reach out directly to say hi, or grab a cup of coffee or a drink, or visit with him at the next meeting of Gotham LI on March 26.

Happy Networking!
Lisa

[Simeon Mann]

Lisa B. Waterman
Garibaldi Group
Certified Public Accountants * Financial & Management Consultants
990 Stewart Avenue-Ste 510
Garden City, NY 11530
516-288-7400 x102
Cell: 516-532-2299
lisa at garibaldicpas.com<mailto:lisa at garibaldicpas.com>
X/twitter: @ilawinc
X/twitter: @garibaldicpas

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