David Simson

David Simson

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6146
Fax: (941)366-3398
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.

BUSINESS PHILOSOPHY

My goal is to provide individuals, families and business owners assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Variable Annuities
  • Fixed Annuities
  • Pension Payout Alternatives
  • Pension Transfer / Rollovers
  • IRA Consolidation / Rollovers
  • Tax Sheltered Annuities, 403(b) Plans
  • Estate Conservation Strategies
  • Mortgage Protection Strategies (through life and/or disability income insurance)
  • Charitable Giving Strategies
  • Education Funding Strategies
  • Mutual Funds
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Whole Life Insurance
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Stocks & Bonds
  • Managed Accounts
  • Wealth Management Services

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in FL, NJ and IL
  • Registered to offer securities products in FL, NJ,  (Series 63 and 65 Registered)
  • Registered Representative, MetLife Securities, Inc.  

PERSONAL

  • Resident of Sarasota since 1987
  • Married with three children
  • University of South Florida, Tampa alumnus with BA in Accounting / MIS

ORGANIZATIONS

  • Mentor for Junior Achievement in Sarasota County Schools
  • Member Young Entrepreneurs Sarasota
  • Mentor for Jewish Family and Children Services in Sarasota County Schools

Metropolitan Life Insurance Company (MLIC), New York, NY 10166.  Securities products and investment advisory services offered through MetLife Securities Inc. (MSI)(member FINRA/SIPC) and a registered investment advisor.  Some health insurance products offered by unaffiliated insurers through Enterprise General Agency (EGA) Somerset, NJ  08873.  MLIC, MSI, and the EGA are MetLife companies.L0512255347[exp0415][FL,IL,NJ]