Broker Check
Frances Simon

Frances Simon

Retired Founder

With over three decades of experience in the financial services industry, Frances has acquired an in-depth knowledge of investment products and services. She uses her experience, investment insight, and finely-honed problem-solving skills to create strategies that help her clients protect and grow wealth prudently.

A graduate of Clemson University with a Master’s Degree in Education, Frances is a former educator, and her teaching skills have proven invaluable in helping inform and educate her clients. In 1998, she formed The PSGroup while maintaining her long-time affiliation with Charlotte, NC-based Consolidated Planning, Inc.

Frances is a wife, mother, and grandmother, and she likes to give back by being involved in several local charities and church outreach programs, as well as organic food and arts organizations in Greenville. She also speaks to diverse groups throughout the year on financial topics that address the unique issues they face in their lives.

Special Agent of Park Avenue Securities LLC (PAS).