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Simon Lui's email & phone

Position:Senior Financial Advisor at Wells Fargo Advisors
Experience:19 years
Location:Pasadena, California, United States

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Work Experience

Senior Financial Advisor at Wells Fargo Advisors

Jul 2025 - Current

Private Client Advisor at JPMorganChase

Dec 2007 - Apr 2025

Simon Lui started working in 2007, then the employee has changed 1 company and 1 job. On average, Simon Lui works for one company for 8 years 11 months.

Education

Bachelor of Science at Wilmington University

Current Company Information Wells Fargo Advisors

Name: Wells Fargo Advisors

Speciality: Advice and Planning, Investments, Retirement, Estate Planning Strategies

Location: St. Louis, Missouri, United States

Employees: 10000+

Description: With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. F...

Frequently Asked Questions

What is Simon Lui's minimum period of employment in the companies?

Simon Lui's minimum period of employment in various companies is 17 years 4 months.

What is Simon Lui's average duration of employment for different companies?

On average, Simon Lui works for one company for 17 years 4 months

What industries has Simon Lui worked in?

Simon Lui works in the Financial Services.

What positions has Simon Lui held before?

Previously, Simon Lui worked as a Private Client Advisor.

How do I contact Simon Lui?

Simon Lui's email address is s*****l@wellsfargoadvisors.com, phone number is +1-***-***-7142. Sign up to get contact details.

Who are Simon Lui's peers at other companies?

Simon Lui's peers at other companies are Alice Mutie and Arthur Gevorgyan and Anjalee Patel

Simon Lui Namesakes

Name
Company
Position
S
Noritsu
technical manager
S
Innoway Precision Co., Ltd.
Co-Founder
S
The Chief Expert (T21), Director

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