Shane Simser, CPFA®

Sr. Financial Advisor, Retirement Plan Services

Mr. Simser began his career with the Legend Equities Corporation in 2005 specializing in retirement planning for teachers.  

Shane joined Morgia Wealth Management in 2013 to help individuals, business owners and
philanthropic groups determine their financial goals, offer investment advice and implement personalized solutions. His specialty is working with business owners to develop retirement plan solutions and assist their employees in analyzing their financial objectives, reviewing their investment options and providing on-going education to help prepare them for retirement.

Shane was selected as one of the 20 Under 40 of Northern New York’s Emerging Leaders for the Class of 2016 for his leadership in our industry and the community. Shane graduated from SUNY Potsdam with his Bachelor of Science in business administration. Mr. Simser is Series 6, 7, 63 & 65 licensed and holds a Life, Accident & Health Insurance license.

Sr. Financial Planner, Shane Simser, CFPA
Logo for wealth management firm, Morgia Wealth Management
151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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