Simon Quick Named Best Places to Work for Financial Advisors 2024 by Investment News
We are thrilled to announce that Simon Quick Advisors has been recognized as one of the Best Places to Work for Financial Advisors in 2024 by Investment News. This prestigious accolade is a testament to our unwavering commitment to fostering a positive and collaborative work environment for our team.
The Best Places to Work for Financial Advisors, administered by Best Companies Group, is a research-driven initiative that evaluates companies based on their practices, programs, benefits, and most importantly, the perspective of their employees. This acknowledgment highlights Simon Quick Advisors as a leader in providing an exceptional workplace for financial advisors.
Why Simon Quick Stands Out
Culture is at Our Core
At Simon Quick, we firmly believe that your wealth is an extension of you. As such, we approach it with the same focus, value, and respect that you would. Our culture is not just a tagline but an integral part of everything we do.
Commitment to Lifelong Partnerships
Our dedication to culture goes beyond managing finances. It's about building lifelong partnerships with clients. Collaboration, teamwork, and upholding the highest ethical values are the cornerstones of our unique approach to wealth management.
Values That Drive Us
Our values guide us in every interaction, decision, and strategy. Leading with outstanding client experience, trusting and respecting others, maintaining uncompromising integrity and honesty, and encouraging self-starters are not just ideals but daily practices at Simon Quick. To learn more about our culture, history, and community visit: simonquickadvisors.com/about/culture.
We are immensely proud of this achievement and extend our gratitude to our exceptional team whose hard work and dedication have contributed to making Simon Quick Advisors one of the Best Places to Work for Financial Advisors. This recognition inspires us to continue fostering a culture of excellence, collaboration, and client-focused innovation.
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DISCLAIMER
Data as of 9/30/2023
Advisor to client ratio is based on number of client households an advisor serves.
Simon Quick Advisors, LLC was recently named by Investment News as one of the Best Places to Work for Financial Advisors 2024 administered by Best Companies Group. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. The ranking is based on data provided as of September 30, 2023, with the listing released as of February 28th, 2023. Investment News was not compensated by Simon Quick Advisors, LLC.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Simon Quick Advisors, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.