Bryan Simone
Vice President – Client & Advisor Services
Bryan joined SCS Financial Services in 2021 and has been working in the financial services industry since 2017. Bryan is a Vice President of Client & Advisor Services based in the Boston office. In this role, Bryan engages in the planning and implementation of firm initiates designed to enhance the overall client experience. He also focuses on driving sustained, successful, partnerships across teams to ensure the prompt and accurate processing of client and advisor requests. Prior to joining SCS, Bryan was a Senior Investment Specialist at Merrill Lynch where he assisted clients with managing their investments, analyzing their portfolios, and the overall administering of their accounts. Bryan earned a Bachelor of Science degree in Economics from the University of Rhode Island.
