Navarone Simpson, CFP®, CPFA®

Private Wealth Advisor

Navarone Simpson joined Armstrong Dixon in 2018; however has worked in the financial services industry since 2014. He works closely with clients to develop, implement, and monitor comprehensive financial plans tailored to their long-term goals. Navarone leads the firm’s financial planning department and is responsible for managing client portfolios, employer-sponsored retirement plans, securities trading, and investment research.

Navarone is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Plan Fiduciary Advisor (CPFA®). He holds his FINRA Series 7 through LPL Financial and Series 66 through ADE, LLC, a registered investment advisor, as well as South Carolina Life and Health Insurance licenses. He was recognized as a 2022–2026 Five Star Wealth Manager*.

Navarone graduated from Salisbury University’s Perdue School of Business with a Bachelor’s degree in Finance, concentrating in Corporate Finance and Financial Planning. He currently serves on the Salisbury University Financial Planning Advisor Panel, where he advises on the strategic development of the financial planning track.

Born in Jamaica, Navarone moved to the United States with his family in 2001. He currently lives in Charleston with his wife and their golden retriever. Outside of work, he enjoys spending time at the beach, traveling, and being with friends and family.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022, 2023, 2024, 2025, and 2026 Five Star Wealth Managers.