By Thomas Morr, CFP®, CAIA
I have often been asked by clients to explain why I entered the wealth management industry and chose to become a financial advisor. I knew I wanted to give a career in finance a shot, however, I didn’t know which area would be the best fit for me.
After interviewing at big banks and various financial institutions, I was lucky enough to be offered a job at Simon Quick Advisors which allowed me to start my career in wealth management. I quickly learned that I had found my lifelong career, as wealth management gave me the ability to help individuals and families pursue financial freedom.
Building My Career with Simon Quick Advisors
I began my career with Simon Quick Advisors as an analyst working with financial advisors. This experience allowed me to learn the business from the ground up. After about three years, I earned my CERTIFIED FINANCIAL PLANNER™ certification and started working directly with clients as their primary advisor. Today, I work with about 40 clients and serve as the Head of the Client Advisory division at Simon Quick Advisors.
I feel fortunate to be building my career with a firm that allows me to help so many individuals and families. As a financial advisor, I can directly see the impact I make on my clients’ financial lives as well as building close relationships with them and their families. This makes all the work worthwhile.
My Role as an Advisor
Today at Simon Quick Advisors, I work with a wide range of clients varying from individuals and families to institutions and 401k plans. Each relationship is unique in their needs and goals and that is what makes them special. All my clients come from different industries and backgrounds but they have all found their own individual success. They have all worked hard to build their wealth and want to make the most of it for their future.
Working closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs is a primary focus. Ultimately, I believe clients choose to work with me because they appreciate the service they receive from my team and while some conversations can be challenging, we never shy away from telling clients the truth. I think clients appreciate our honesty.
The Hurdles and Triumphs
As is with every profession, there are challenges that come with being an advisor, but I cannot imagine having any other career. There is nothing more fulfilling than being able to see firsthand the help you provide for a client and receiving their appreciation.
I am driven every day in my career by my clients and the team I work with at Simon Quick Advisors. I strive to do the best job possible for my clients because they deserve top quality service. I also want to put my team in the best position for success. Without my team, I would not be able to do my job. They are a big help, and I strive to be an example for them and assist them in any way I can.
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.