Jessica Reale, FPQP®

Ms. Reale is a Senior Client Service Associate at Simon Quick, where she plays an integral role in delivering seamless and high-touch client experience. She is responsible for managing the full lifecycle of client service needs, including onboarding new relationships, facilitating investment activity, and overseeing the accurate and timely movement of assets. Known for her attention to detail and proactive approach, Jessica serves as a trusted point of contact for clients and internal partners, navigating complex transactions. She works closely with custodians, investment managers, and cross-functional teams to improve operational efficiency and ensure consistent, exceptional service across the firm.

Prior to joining Simon Quick, Ms. Reale worked at a financial planning firm as a Client Associate, where she supported two financial advisors and serviced a client base of more than 300 households. Her responsibilities included gathering client information, facilitating account openings, executing money movements, and managing all client requests. Through this role, she developed a strong foundation in financial planning while upholding the fiduciary standard and supporting advisors in delivering high-quality, client-focused solutions.

Ms. Reale is an active participant on several firmwide committees. She serves on the Women’s Committee, which is focused on advancing the personal and professional development of both female clients and employees. She is also a member of the Tax Committee and the Client and Reporting Steering Committee, where she contributes to cross-functional initiatives designed to expand the firm’s capabilities and enhance the overall client experience.

Ms. Reale earned a Bachelor of Business Administration in International Business and Finance from Stetson University, where she also studied abroad in Madrid, Spain. She later received a Master of Science in Global Finance from Fordham University. During her academic career, she volunteered with Boys & Girls Clubs of America, supporting children’s literacy initiatives by promoting positive reading experiences, assisting with academic needs, and helping raise funds to provide educational resources to underserved children. She is a Financial Paraplanner Qualified Professional®. Outside of work, Jessica enjoys spending time with her family and dog, traveling, and being outdoors.