By Leslie C. Quick III
I have always been interested in the world of finance. I studied finance in college and, with a desire to manage my own money, I decided I also wanted to help others do the same. This inspired me to become a financial advisor, and this has driven me ever since.
Starting My Career
After graduating from college with a degree in finance, I entered the world of finance, starting my career in 1975 as the fourth employee of Quick and Reilly Inc., the first New York Stock Exchange (NYSE) member to offer discount stock brokerage to the investing public. During my 28 years, I was a key member of the management team that built the branch network, started and grew a major clearing firm, acquired and ran a major NASDAQ market making firm, made many acquisitions of NYSE specialist firms and built one of the industry’s first electronic internet trading platforms.
I spent several decades working my way up to become president, eventually serving as company liaison for Quick and Reilly in 1983 when it offered stock to the public and became listed on the NYSE. I completed my tenure as Chairman of Fleet Securities, Inc. in 2003 after Fleet Bank had acquired Quick and Reilly Group, Inc. in 1998.
While I loved my job, I wanted more. I formed Simon Quick Advisors with the desire to provide financial planning and investment advice that is independent, highly personalized and tailored to your needs.
My Role Today
As a founding partner, I split my duties between helping oversee the firm and its progress, and serving my clients with their financial planning and investment management needs. I work with a diverse range of clients, but they share a commonality: they have put their trust in me and the firm to do the right thing and put their interests first.
While there are difficulties, such as having difficult conversations with a client, I can’t imagine having another career. It’s incredibly fulfilling being able to help clients through investment and personal issues. I take pride in my ability to guide them through problems on a peer-to-peer basis and reducing some of the burdens on their shoulders. Knowing that clients depend on my help and guidance drives me in my career every day. In all that I do, I hope I can make them feel like they have been listened to and treated fairly.
Working toward your financial goals can be difficult, but it can be less strenuous if you have a knowledgeable partner by your side. If you have questions about your financial needs and goals, I’d be happy to meet with you and conduct a complimentary consultation. To learn more about us and how we help our clients, call our office at 973-525-1000 or email firstname.lastname@example.org.
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.