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Gerard S
CFP®, Series 63
Huntington, NY
Ameriprise
Gerard Simonelli is a CFP® with 39 years of industry experience, currently affiliated with Ameriprise since 2013. He serves as President of Simon & Elli LLC, managing the financial aspects of his Ameriprise team practice, and is also a managing partner at Flagship Advisors/Mark Grossmann, overseeing branding, staff development, and business operations. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research-driven recommendations and tax-smart strategies, primarily for clients with significant investable assets. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
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