Simone is the Director of Financial Services for the Firm and a liaison for MP Financial Services, LLC, an affiliated entity that provides investment planning and management services.

Simone was formerly a Private Client Advisor/Senior Vice President with the Private Wealth Management Group of the Bank of America and served as a trust officer with the predecessor banks they acquired. Simone has served as an officer and member of the executive committee of the Hampden County Estate Planning Council, is a member of the Planned Giving Committee for Western New England College and the Professional Advisory Committee for Bay State Medical Center. In addition to her designation as a Certified Financial Planner (CFP), Simone holds Series 65 and 66 brokerage licenses.

She is a graduate of the Williams School of Banking Trust division, as well as the Graduate Trust Program at Northwestern University.