Empowering Financial Futures
Marcus R. Simon is an entrepreneur and financial services leader committed to helping
individuals and families build lasting financial security. As Founder and CEO of Simon
Legacy Financial, he leads a financial services and insurance agency specializing
in life and health insurance, Medicare, retirement planning, annuities, and financial
education. Through a relationship-centered approach, he has served more than 2,500
clients, providing personalized strategies that help individuals prepare for the future
with confidence.
Simon's career reflects a passion for leadership, business development, and mentorship. Before launching Simon Legacy Financial, he built and led a financial education and investment enterprise that mentored more than 2,000 individuals in wealth-building, investing, and entrepreneurship. His professional experience also includes leadership roles with Charter Communications/Spectrum, TD Bank, RBC Bank, and Walmart, where he developed expertise in team leadership, client relationships, operational excellence, and financial services. A sought-after speaker, leadership coach, and entrepreneurial educator, he has been recognized for his communication, leadership development, and sales training, earning honors that include Toastmasters recognition and Man of the Year for leadership, faith, and community service.
Building on the foundation of his Bachelor of Science in Business Management from South Carolina State University, Simon earned a Master of Business Administration in Finance from Claflin University. He continues to invest in others by providing financial education, coaching emerging leaders, and helping individuals and families create legacies through sound financial planning and informed decision-making.
Educational Background
- Master of Business Administration (Finance), Claflin University
- Bachelor of Science in Business Management, South Carolina State University