Symôna SimpsonSymôna Simpson
About Symôna
Symôna Simpson is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Wentzheimer Group, Symôna supports clients with a high-touch, detail-oriented approach. With deep experience serving ultra-high-net-worth families, Symôna is committed to helping clients live with greater clarity, confidence and intention. She strives to transform the complexities of significant wealth into streamlined, wellorganized approaches that support long-term goals.
Symôna joined J.P. Morgan in 2025. She began her wealth management career at Morgan Stanley, where she held Registered Client Service Associate and Virtual Engagement Associate roles. She earned a B.S. in Management from the Smeal College of Business at The Pennsylvania State University and holds the FINRA Series 7, 66, 63 and 65 licenses.
As a member of the Board of Directors for the Penn State Alumni Association's New York City Chapter, Symôna leads strategic programming and community outreach. Outside of the office, Symôna is a passionate musician and entrepreneur who enjoys volunteering for charitable initiatives that drive meaningful impact in her local communities.
Insights
Banking
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