Annette Simon

Current

• Columnist at Morningstar Advisor
• Owner at Mosaic Wealth Management
• Principal at Garnet Group LLC

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Education

• Yale University - Yale School of Management
• Northwestern University

Recommended

1 person has recommended Annette

Connections

113 connections

Industry

Financial Services

Websites

• My Company

Annette Simon’s Experience

• Columnist

  Morningstar Advisor

  (Public Company; Information Services industry)

  January 2006 — Present (3 years)

  Co-author of widely read monthly column on building a financial planning business.

• Owner

  Mosaic Wealth Management

  (Financial Services industry)

  March 2002 — Present (6 years 10 months)

  Mosaic is a comprehensive, fee-only wealth management firm. We serve successful, busy people who are looking for a trusted advisor to help manage their complex financial lives.

• Principal

  Garnet Group LLC

  (Privately Held; 1-10 employees; Financial Services industry)

  March 2002 — Present (6 years 10 months)

  Garnet Group is a team of experienced, dedicated wealth advisors with offices in Boston, Massachusetts and Bethesda, Maryland. We are fee-only advisors. We have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients. We offer objective advice based solely the goals, needs and risk tolerance of our clients. As fiduciaries of the public trust we are required by law to place our clients' interests ahead of our own and to disclose any conflicts of interest. We would never choose any other way.

Annette Simon’s Education

• Yale University - Yale School of Management

  MBA, 1982 — 1984

• Northwestern University

  BA, 1977 — 1980

Additional Information

Annette Simon’s Websites:

• My Company

Annette Simon’s Groups:

National Association of Personal Financial Advisors
Suburban Maryland Estate Planning Coucil

•    Yale SOM Alumni
•    Northwestern University Alumni

Annette Simon’s Contact Settings

Interested In:

• expertise requests
• reference requests
• getting back in touch