My Background

Simon Bloomfield, LUTCF

 

 

Simon Bloomfield is the founder and President of The Bloomfield Group, LLC. He focuses in working with closely held business owners, executives, retirees and professionals in the areas of estate accumulation, business succession, retirement and risk management strategies.

Simon is a qualifying member of the Million Dollar Round Table1 (MDRT), having qualified in 2007, 2008, 2011, 2012 and 2016 and is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

Simon grew up in North Wales and graduated from the University of London with a bachelor’s degree in Chemistry and his background in financial services spans over 30 years. He joined New York Life Insurance Company in 2005 and and was named Rookie of the Year in the Boston General Office for 2007.Commencing in 2012 Simon spent four years as a Partner at the Boston General Office of New York Life, hiring and developing agents in South East Massachusetts. He was a frequent speaker on business and estate planning topics. Prior to joining New York Life, he held a variety of financial positions at the American Express Company, working in the USA, UK, Europe, Asia, South America and Australia.  Simon established The Bloomfield Group LLC in 2016 to help serve the needs of clients on Cape Cod and throughout the Northeast.

 

1Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.
 
 
 

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