Sydney McGrew, CFP®

Ms. McGrew joined Simon Quick Advisors in May 2022 and is currently an Associate on the Client Advisory team. She supports Partners and Client Advisors in financial planning, investment implementation, preparing performance reports, and coordinating client communications. Sydney completed the Financial Planning Certificate Program at NYU and became a CERTIFIED FINANCIAL PLANNER® practitioner in April 2024. She is an active member of Simon Quick’s Women@SQ Committee, which is dedicated to enhancing the personal and professional lives of female clients and business partners. Ms. McGrew is based in the firm’s New York City office.

Prior to joining Simon Quick, Ms. McGrew worked as a Client Associate at Wilmington Trust in New York City, where she supported four wealth advisors and serviced over 100 clients. She gained valuable experience working with high-net-worth individuals, foundations, and endowments.

Ms. McGrew graduated from Washington and Lee University in 2020 with a degree in Business Administration. In her free time, she enjoys spending time with family and friends, traveling, playing mahjong, and cooking.