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What's New: Summer 2021 Thumbnail

What's New: Summer 2021

    After a year of delays due to the coronavirus, the 2020 Tokyo Olympics officially concluded with the closing ceremony on August 8th. For two weeks, all eyes were on the 11,000 athletes who competed in the games, and it was easy to see how the years of rigorous training,  mental strength, and highly tailored goals put these athletes on the path to success. There are lessons we can all learn from these athletes - the importance of establishing goals and priorities in our everyday lives.

    At Simon Quick Advisors, we work hard to provide our clients with peace of mind so they can focus on what matters to them - whether that's becoming an Olympic athlete, or something less physically challenging! Continue reading to learn about our latest initiatives, team members, committees, and more!

    In the Community

    The Simon Quick Annual Charitable Golf Outing

    Every year since 2011, we have hosted The Simon Quick Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. This year we are excited to be hosting the outing at Plainfield Country Club. The outing will again support nourish.NJ, a community-based nonprofit organization creating lasting solutions to hunger, homelessness, and poverty in the Morris Country area.

    About the Beneficiary

    Giving Back 

    This year Simon Quick is encouraging employees to participate in non-company-sponsored volunteer activities by offering Volunteering Time Off (VTO). This new benefit supports employee efforts to enhance and serve the communities in which they live and work. Our team members may use VTO to contribute their time and talents to non-profit organizations that make a positive difference in their communities. We encourage our team to take up to one-day per calendar year to perform these volunteer services and recognize that participating in such activities enriches the lives of our employees.

    Simon Quick team posing at Bonnie BraeSimon Quick team members at our 6th Annual Community Service Day where they donated their time to Bonnie Brae in Basking Ridge, NJ.

    Learn About Additional Giving Strategies 

    Insights You Might've Missed

    Our content aims to educate our visitors by providing timely articles related to financial planning, investments, and general firm updates. Our insights and white papers page provides us with a central location to share our educational pieces and allows users to sort by topics most relevant to them. Below are our most-read articles this summer:

    Visit our insights page

    Diversity, Equity, and Inclusion 

    Our commitment to diversity, equity, and inclusion was born from our CORE values. It is our mission to foster an environment of inclusion and promote diversity in the workplace. We believe that leveraging the unique perspectives and experiences of our employees will drive our team to be more comprehensive, innovative, and ultimately help us serve our clients better. We bring this mission to life through a holistic approach including:

    • Senior leadership accountability
    • Firmwide training and education
    • Hiring initiatives around diversity and inclusion
    • Community service and engagement

    if you are interested in learning more about our work and initiative please reach out to DEICommittee@simonquickadvisors.com 

    Our Commitment to DEI

    Simon Quick Team Update

    InvestmentNews Best Places to Work for Financial Advisers

    Over the past year we invested in management training and finding unique ways to connect with each other while working in a virtual environment. As such, we are pleased to announce that InvestmentNews recognized Simon Quick Advisors as a 2021 Best Places to Work for Financial Advisers. Our firm was chosen as one of this year’s top-75 firms based on employer and employee surveys, evaluating company culture, benefits, career paths, and more.

    Read Our Listing

    Employee Spotlight

    The Employee Experience Committee introduced a Monthly Employee Spotlight in 2019, which aims to highlight our team members' backgrounds, hobbies, and personal achievements. Each month, one or two employees are selected for the spotlight. We believe that highlighting our team members is critical to our overall firm culture and are excited to share these spotlights with you!

    View all the spotlight's here

    New Faces Around the Office

    We would like to welcome our new team members to the Simon Quick team! We're proud of all of them and know that they will help push our firm onward and upward!

    Simon Quick team member Taran KrishnanTaran Krishnan - Analyst

    Simon Quick team member Laura LaVecchiaLaura LaVecchia - VP of Finance

    Simon Quick team member Raj PatelRaj Patel - Analyst (Analyst Training Program)

    Simon Quick team member Joe PetroneJoe Petrone - Vice President of Technology

    Simon Quick team member Samantha SullivanSamantha Sullivan - Operations Administrator

    Meet The Team


    On February 9, 2021 Dan Weitz and his wife Danielle welcomed their second child, Romy Madelyn! Their first child, Mason William Weitz, was featured in a previous edition of this newsletter!

    Simon Quick Client Advisor, Brannon Fisher, was recently selected to join the Board of Directors at the Rocky Mountain Estate Planning Council in Denver, Colorado. Learn more about Brannon and our Denver office here

    Simon Quick Marketing Analyst, John Nichols, and his lawn bowling partner, Richard Marcus, won the Waterford Pairs tournament at The New York Lawn Bowling Club in Central Park on August 14th. Photo courtesy of Jim Collins.

    This Fall, Lynese Rawlins will be joining the 2nd class of the Advisory Council Member in Training Program for GlamourGals Foundation, Inc. The foundation is a non-profit organization who’s mission is two-fold: addressing elder isolation while building empathetic teen leaders. Their signature program organizes teen volunteer chapters to provide companionship and complimentary beauty makeovers to seniors living in residential care which Lynese has been a part since 2010. 

    Contact Us


    Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 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.