Simon Rawlinson is Vice President and Private Wealth Advisor II for The Private Bank. Simon works with a team of specialists to build lasting consultative client relationships by providing customized wealth management planning that includes investment management, trust & estate services, risk management, banking services, and multi-generational wealth strategies.The Private Bank is an exclusive part of Union Bank® dedicated to the financial needs of high-net-worth individuals, non-profit organizations, business owners, corporate executives, and professional service firms. The Private Bank is supported by teams of wealth management professionals who provide consultative relationships centered on the client’s unique goals and dreams.With 20 years in wealth management, Simon started his career in financial services in 2000. Prior to joining Union Bank, he served high-net-worth clients as a wealth strategist at Northern Trust, and previously was a business consultant for the restaurant and hospitality industry for 12 years. Simon earned his Bachelor in Speech Communication degree from Syracuse University in New York and completed business studies through SU Abroad/London School of Economics, England. He earned a Master of Advanced Financial Planning degree from Golden Gate University. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED WEALTH STRATEGIST®, and holds a Series 7 and 66 securities licenses, as well as a California Life Insurance License.Simon is past president and currently serves on the board of directors of the Estate Planning Council of San Gabriel Valley in Pasadena. He is also involved in civic and community engagements, including being a member of the local Financial Planning Association®. Simon is a motorcycle enthusiast, hiker, and soccer fan. He and his wife completed the historic restoration of a 110-year-old Craftsman Bungalow in Pasadena.
Private Wealth Advisor
MUFG Union Bank
Serving Clients in these States