By John Nichols
We want to take a moment to share our appreciation to all of our clients, team members, partners, and friends of the firm who have positively impacted Simon Quick Advisors this past year. Since the start of 2018, we have expanded into Chattanooga, launched a new website, added equity principals, and given back to the local community through our Annual Golf Outing and community service day. See our newest initiatives, offices, and team members below!
Looking Forward: Principal Additions
The following individuals were named “Principal” of the firm, a new title that distinguishes employees selected by the Management Committee to participate in ownership of the firm.
New and Renovated Offices
360 Mt. Kemble Avenue
Morristown, NJ 07960
Relocated New York Office
12 E 49th Street, 7th Floor
New York, NY 10017
Opened Chattanooga Office
832 Georgia Avenue,
Chattanooga, TN 37402
1200 17th Street, Suite 10-122
Denver, CO 80202
Simon Quick Advisors Expands to the Southeast with Kristin Bell
We are pleased to announce that Kristin Bell has joined Simon Quick as Director of the Southeast and a Client Advisor. In this role, Kristin will advise high net worth individuals, families, and institutions on financial planning and investments to help them achieve their financial goals. Ms. Bell recently opened a Simon Quick office in her hometown of Chattanooga, TN where we have had an existing client base since 2010. We are thrilled to offer a local presence to our clients in the Southeast region.
In 2018 we launched our newly redesigned website which introduced an updated client login page, newsletter sign-up form, and a blog page. Since then we have posted numerous articles focusing on financial planning, investment news, and team member backgrounds. Additionally, we have started our social media initiative, aimed at increasing our online presence and sharing information with our clients and the public.
117 Facebook Posts
80+ LinkedIn Updates
31 Instagram Posts
28 Blog Posts
22 Print Ads
7 Client Events
In the Community
Our culture is firmly rooted in social improvement through our community involvement and philanthropic initiatives. Every year we host an Annual Community Service Day and The Simon Quick Advisors Annual Charitable Golf Outing to raise funds for charitable organizations in the Morris County Area. This year we held the First Annual Simon Quick Bring Your Child to Work Day and participated in the 2018 Verizon Corporate Classic 5k!
Huge congratulations to the Simon Quick team members who participated in the 2018 Verizon Corporate Classic 5k!
The Simon Quick team donated their time to the Morristown Neighborhood House by holding a field day for the kids participating in the
Neighborhood House Summer Camp.
In The News
We are proud to be named among the Top 50 Fastest-Growing Firms and being ranked #97 in Financial Advisor's 2018 Annual RIA Ranking. We are also proud to be named to the 2018 Financial Times 300 Top Registered Investment Advisers report, where Simon Quick was ranked as one of the "Top US registered investment advisors" in the U.S. Additionally, we have been featured on Asset TV and Citywire USA.
We would like to thank our dedicated clients for allowing us to be your trusted advisor. Being acknowledged nationally at this level is certainly no easy feat and wouldn’t be possible without you.
Promotions at Simon Quick
Managing Director of Financial Planning / Client Advisor / Principal
Managing Director /
Head of Client Advisory / Principal
Director / Principal
Managing Director / Head of Investment Research / Principal
New Faces Around the Firm
Chris Moore and his wife Blair welcomed a new baby girl, Delaney Lillian Moore, into the world on 1/28/19. She weighed 4 lbs and 6 ozs and was 15.5 inches long. Her big brother Declan and big sister Nora couldn’t be happier that their mom and little sister are home and healthy!
Larissa and her husband Chris welcomed their first child, Brandon Charles Mehlfelder, on 1/20/18. He is now over 1 and toddling around!
Hudson Michael Pisano was born on 11/26/2017 to loving parents Steve and Megan Pisano. He’s growing so fast and his parents are wondering where the time has gone already.
Dan & Danielle Weitz welcomed their first child, Mason William Weitz, into the world on December 31, 2017, giving New Year’s Eve celebrations a whole new meaning!
Two-time author, Vanessa Sullivan, released her latest book, Broken to Blessed, in April 2018. Vanessa wrote her first book, “Was it Something I Said?” A Guide to Coaching Female Athletes, in 2015 and has four book ideas in the pipeline.
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.