We are pleased to announce that Jim McGurren has joined Simon Quick Advisors as a Managing Director and Client Advisor. In this role, Jim will offer financial planning and investment management advice, helping clients navigate the complexities of their financial lives. With his long history of serving clients on Long Island, we are thrilled to offer a local presence to our clients on Long Island!
Jim’s background includes extensive experience in Public Accounting with special emphasis on tax and financial planning for the wealthy. As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER® professional, Jim provides a highly-personalized approach to client relationships and is passionate about helping clients strategically plan for their futures. According to Jim, “My role is to guide clients through the complex and often challenging decisions in their financial lives and help them achieve peace of mind with better outcomes. Understanding the profound responsibility my clients have placed in me, I work tirelessly every day to earn their trust.”
We are delighted to welcome Jim to the team and are confident he will be an asset to both our company and our clients. Please feel free to contact Jim at email@example.com and recommend him to those who might benefit from his expertise.
Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; Chattanooga, Tennessee; and Denver, Colorado. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.