Thomas Morr, CFP®

Thomas Morr joined Simon Quick in 2012 and is currently a Managing Partner and the Head of Client Advisory. Mr. Morr brings extensive expertise to his role overseeing Simon Quick and the Client Team. He ensures that the firm’s Advisors, Associates, Analysts, and Client Service Associates deliver unparalleled service to the firm’s clients. Collaborating closely with all departments, he spearheads initiatives to enhance operational efficiency and implements cutting-edge processes and technologies to elevate the client experience. In his capacity as a Client Advisor, Tom provides strategic counsel to high net worth individuals, families, endowments, and foundations, guiding them in wealth management, financial planning, and investment strategies tailored to their unique objectives. Mr. Morr’s leadership also extends to the firm’s Executive Committee, where he plays a pivotal role in executing Simon Quick’s vision and strategy.

Mr. Morr’s passionate dedication to leadership is a cornerstone of his approach at Simon Quick, inspiring a culture of excellence and continuous improvement throughout the organization. His emphasis on mentorship and professional development empowers team members to reach their full potential, fostering a collaborative environment where innovative ideas thrive. His philosophy not only strengthens internal cohesion, but also enhances the firm’s ability to adapt and excel in an ever-evolving financial landscape. This ensures that Simon Quick remains at the forefront of industry innovation and client service excellence.

Mr. Morr’s credentials underscore his dedication to professional excellence. He completed Bryant University’s Program for Financial Planners and attained the CERTIFIED FINANCIAL PLANNER™ designation in 2016. He holds a B.A. in History with a minor in Business from Siena College, where he excelled as the goalie on the nationally ranked lacrosse team. Mr. Morr remains deeply connected to his alma mater, serving on the school’s Board of Advisors and the Siena Lacrosse Alumni Network (SLAN). He helps foster invaluable connections between current student athletes and alumni to support their transition into post-graduate life.

Call: 973-525-1047
Email: [email protected]