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WIIN Conference (Chicago, IL) - June 18-19, 2026
V.I.S.I.O.N. Conference (Washington, D.C.) - September 10-12, 2026
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Bre'Quan James Simon

Assistant Vice President; Financial Advisor

Merrill Wealth Management

New York, NY 10281

6677657

+1 6095108631
Email Bre'Quan

Virtual Advisement

Both

Financial Advisor Specialties

Comprehensive Financial Planning, Taxation, Sudden Wealth ( Inheritance, Lottery etc), Retirement Income Planning, Investment Management, Employer Group Benefits

+1 6095108631
Email Bre'Quan
Website Address