Simon Quick Advisors is thrilled to welcome McClain Bishop to our team as Vice President, Client Advisor! With a strong background in wealth management, investment strategies, and estate planning, McClain provides a holistic approach to helping high-net-worth individuals achieve their financial goals. His passion for personalized financial planning and his ability to simplify complex wealth strategies make him a fantastic addition to Simon Quick. We’re excited for the experience and dedication he brings to our clients! ?? Learn more about McClain and our growing team: https://lnkd.in/ebpe6W-9 #SimonQuickAdvisors #WealthManagement #FinancialPlanning #NewTeamMember
Simon Quick Advisors, LLC
投资管理
Morristown，NJ 4,352 位关注者
We’ll care for your financial well-being, giving you the freedom to pursue what matters.
关于我们
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf
- 网站
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https://www.simonquickadvisors.com
Simon Quick Advisors, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Morristown，NJ
- 类型
- 私人持股
- 创立
- 2004
- 领域
- finance、investment consulting、wealth management、financial planning、endowment consulting和financial advisor
地点
Simon Quick Advisors, LLC员工
动态
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?? We’re proud to share that Connor Donovan, Principal / Vice President, Client Advisor at Simon Quick, recently spoke at the Nicsa Strategic Leadership Forum. The panel brought together industry leaders to discuss the evolving landscape of retirement solutions and how innovation is shaping financial strategies for the future. We’re proud to see Connor representing Simon Quick and contributing to important conversations that drive our industry forward. #NICSA #Leadership #WealthManagement #RetirementPlanning #FinancialStrategy #SimonQuickAdvisors
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Proud to Support the 2025 Bonnie Brae Tartan Ball Simon Quick is honored to support the 39th Annual Bonnie Brae Tartan Ball, an incredible event dedicated to helping young men at risk reclaim their futures. Bonnie Brae’s mission to provide healing, education, and support aligns with our commitment to giving back to the community. We look forward to an impactful evening for a great cause. Photographed: Kyle Ferrare, CFP? , Jessica Reale, CGBP , Jordan Maly #BonnieBrae #TartanBall #Philanthropy #GivingBack #CommunityImpact
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?? Simon Quick at the Barron’s Advisor Independent Summit We had a fantastic time at the Barron's Advisor Independent Summit, where top minds in the industry came together to discuss the future of wealth management. It was an opportunity to learn, connect, and exchange ideas! A special highlight—our Managing Partner, Chris Moore, joined a panel to discuss the generational shift in wealth management. Photographed: Mireille Keshishian, Chris Moore, Darcy O'Brien, Mark DeLotto Eric Flynn, CFA, CPA, Joe McLean, Chris Moore CFP?, Frank J. Lavrigata, CFP? Photography Credit: LILA PHOTO, @LILAPHOTO #BarronsAdvisor #WealthManagement #Leadership #BAIndependent
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?? Market Volatility? Stay Focused on the Bigger Picture. With shifting economic policies and heightened uncertainty, making sense of the markets can feel overwhelming. Our latest Market Insights by Wayne Yi, Chief Investment Officer at Simon Quick, explores key economic trends, Federal Reserve policy changes, and how investors can position their portfolios for stability. Keep calm, clip coupons, and carry on! ?? Read the full update: https://lnkd.in/eRyVHqms #MarketInsights #InvestmentStrategy #WealthManagement #EconomicTrends
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?? Proud Sponsors of the 2025 Chattanooga Heart Ball Simon Quick is honored to once again sponsor the Chattanooga Heart Ball, supporting the American Heart Association - Tennessee in their mission to advance cardiovascular research and save lives. This incredible event celebrates the impact of heart health initiatives and the dedication of those working to make a difference in the Chattanooga community. Pictured: Kristin Bell, CFA, CFP?, Director, Client Advisor Simon Quick Advisors We are grateful for the opportunity to be part of this cause and to support the life-changing work of the AHA. #AHA #Community #HeartBall #HeartHealth
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?? Philanthropy is at the Heart of Simon Quick At Simon Quick, giving back isn’t just part of our culture—it’s woven into everything we do. It runs deep within our firm and among our partners, and we are proud to celebrate Deborah Q. Belfatto, wife of our Managing Partner, Joe Belfatto, for her incredible impact on women’s health and wellness. Deborah’s unwavering dedication to empowering women and advocating for critical health initiatives is an inspiration. Her work embodies the same values we hold at Simon Quick—commitment, care, and making a meaningful difference in the lives of others. ?? Read more about Deborah’s inspiring journey: https://lnkd.in/e-QTUZ6c #Philanthropy #CommunityImpact #GivingBack #Leadership #WomensHealth
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?? Simon Quick’s Growth Continues: Announcing Our New Corporate Development Officer We’re excited to announce that longtime Partner and former COO, Mark DeLotto, is stepping into the newly created role of Corporate Development Officer (CDO). With a proven track record of driving growth, Mark will lead Simon Quick’s strategic expansion efforts, ensuring we continue to build a strong, independent, and innovative firm. Over the years, Simon Quick has successfully merged with firms, welcomed top advisors, and expanded our capabilities—all while staying true to our high-touch client service model. With Mark leading corporate development, we are doubling down on our commitment to growth, talent acquisition, and long-term sustainability. ?? Learn more about this exciting next step for Simon Quick: https://lnkd.in/eET5sizf #Leadership #Growth #WealthManagement #FinancialAdvisors #StrategicExpansion #MandA
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?? Celebrating Growth & Leadership at Simon Quick At Simon Quick, we believe in recognizing the dedication and impact of our team members. As we continue to grow, we’re proud to announce new promotions and ownership additions, effective January 1, 2025. ?? Congratulations to our newly promoted team members: Managing Directors, Directors, Vice Presidents, and Associates—your hard work and commitment to excellence drive our success. ? We’re also thrilled to welcome three new Principals to our ownership group, reinforcing our vision for long-term growth and leadership in wealth management. Join us in celebrating these well-earned achievements! ?? Read more: https://lnkd.in/eaSKXeUd #Leadership #CareerGrowth #WealthManagement #SimonQuickAdvisors
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Join us for a live webinar where Simon Quick advisors will reveal the most common financial blind spots high-net-worth families overlook—and how to proactively protect your wealth. Even the most sophisticated investors can unknowingly leave their wealth exposed—whether through unnecessary taxes, investment risks, liquidity gaps, or estate planning oversights. Is your financial strategy truly secure? ?? March 18, 2025 | ?? 12:30 PM EST | ?? Virtual Event ? Don’t let hidden risks threaten your financial future. Secure your spot today! ?? Register now: https://lnkd.in/eu-dxP6e Your Wealth Exposed_webinar_linkedin #WealthManagement #FinancialPlanning #InvestmentStrategy #EstatePlanning #HNW
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