Thank you
Meet your local advisor in Nevada
Simon Putt
RICP® Chartered MSCI
Investment Adviser Representative
Simon (residing in Henderson, Nevada) has 30 years of experience in financial services, including 20+ years in investment banking with HSBC, Credit Agricole, and BNP Paribas in London and Dubai.
A decade ago, he transitioned to financial advisory, focusing on holistic client solutions. He holds a US Series 65 license and initially advised Americans in the Arabian Gulf before relocating to the US.
Simon is also an RICP designee, a licensed life insurance agent with Amerity Financial LLC, and a Chartered Member of the CISI (UK) and Associate Member of the CII (UK). He holds an MA from Oxford and a Postgraduate Diploma from LSE.
Book your introductory session with Simon:
How to prepare for your appointment:
Gather Financial Statements – Bring recent statements for your 401(k), IRA, brokerage accounts, pensions, and other retirement savings to review your current position.
Outline Retirement Goals – Consider when you’d like to retire, your expected lifestyle, and any major expenses (travel, home purchases, healthcare) to help shape your plan.
Review Income Sources – List all potential income streams, including Social Security, pensions, rental income, or annuities, and note any concerns about their reliability.
Identify Key Questions – Think about concerns like tax efficiency, investment risks, estate planning, and healthcare costs so we can address them during your session.
