Simon Beresford, CFP®

Vice President, Portfolio Manager
North Texas Region
Direct: 469-294-4153  
Toll Free: 866-230-5879  
Fax: 918-584-8866

Simon is responsible for financial planning, business development and client service for the North Texas region. He joined Capital Advisors with more than a decade of experience in financial services and working with high net worth clients .  A native of Melbourne, Australia, Simon graduated Sum Cum Laude from the University of Texas (Tyler) and is a CFP® professional.