Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710
Lonnie Simpson

Lonnie Simpson


Lonnie Gene Simpson Jr. is a founding partner of 20/20 Wealth Management Group, LLC.  Lon began his career in the financial services industry in 1999, with J. C. Bradford and Co., then with UBS as a financial advisor.  He was approached by Troy Bank and Trust company in 2002, to serve in the positions of investment advisor and vice-president.  In 2006, he and his family moved to Auburn, AL.  He quickly realized that his passion is helping friends and family with their personal financial needs. In 2007, Lon began his new career as an independent advisor.   He specializes in one thing, helping you and your families plan and achieve your financial goals.  He uses a holistic approach to learn details needed to plan a strategy for each client - from college, estate, and retirement planning to consulting with business owners, trusts services and investment banking or just saving money for a rainy day.  His clients enjoy the personal touch and know they can contact him 24/7 concerning their needs.  He received his B.S. from Troy University in economics and currently holds Series 7, 66, 24 and 51 securities registrations.  He and his wife Luann have two teenage daughters, Sophia and Lily.  They are members of Cornerstone Church.  Lon is an avid golfer and also serves as a board member for the Jason Dufner Foundation.