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Annette Simon

Board Member

For almost 25 years, Annette Simon, CFP has been helping successful individuals and their families better understand and manage their financial lives.

As a Co-Founder and Principal at Garnet Group LLC, Annette has been a leader in the fee-only wealth management field.  She has been named one of Washingtonian Magazine’s top financial experts each time they have published a list since 1999. She is a member of the National Association of Personal Financial Advisors (NAPFA), a NAPFA-Registered Financial Advisor and has held leadership roles at the local, regional and national levels within the organization. Annette served for three years on the national board of directors and for five years on the board of trustees for the NAPFA Consumer Education Foundation, a non-profit organization dedicated to educating and helping consumers with their financial lives.

Together with a Garnet Group colleague, Annette launched a popular monthly practice management column for Morningstar Advisor, a widely read resource for financial advisors. Journalists from a variety of publications including: Business Week, Investor’s Business Daily, Fox Online, Financial Planning, Dow Jones Investment Advisor, the Washington Post, the Baltimore Sun and Consumer Reports have consulted her in preparing articles on financial planning issues. Annette has been heard on National Public Radio’s Morning Edition and Marketplace shows and has appeared on the NBC Nightly News as well as various local news broadcasts. Reuters International asked her to participate in a series of financial planning pieces for local television news stations across the country. She has spoken to a variety of  associations and civic organizations on personal financial planning and related issues.

Annette holds an MBA from Yale University and a BA from Northwestern University. She is married, has three grown children and two pitbulls who she acquired while volunteering at the Washington Animal Rescue League.  These days Annette enjoys traveling the world and attempting to learn Spanish so that she can keep up with her bilingual grandson.