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We’re pleased to share that Thomas Morr, CFP®, Managing Partner / Head of Client Team, Client Advisor, and Lisa Manzolillo, CFP®, CDFA®, CPWA®, MBA, Principal / Managing Director, Client Advisor, have been named to AdvisorHub’s 2026 1,000 Advisors to Watch list, earning recognition in the 250 RIAs to Watch category.
The Advisors to Watch program showcases advisors who have built successful practices while maintaining a strong commitment to client service and professional excellence. This year’s list was highly competitive, highlighting advisors who continue to make a meaningful impact within their firms and the communities they serve.
Lisa shared, “I’m honored to be recognized by AdvisorHub and grateful for the trust my clients place in me every day. Helping them navigate their financial milestones and the transitions throughout their lives is incredibly rewarding.” Tom added, “I’ve always believed that one of the greatest benefits of this profession is the opportunity to learn from the people around you. The relationships I’ve built with my clients and colleagues over the years have shaped my perspective in countless ways, and I’m grateful for those experiences.”
At Simon Quick, we’re proud to celebrate both Tom and Lisa on their achievement. Their dedication to clients and commitment to thoughtful advice reflect the values that guide our firm every day.
Congratulations to Tom and Lisa on this well-deserved recognition!
Disclaimer
Thomas Morr and Lisa Manzolillo were recently named to AdvisorHub’s 2026 1,000 Advisors to Watch list. AdvisorHub created a list of 1,000 advisors and their teams with sophisticated practices, great growth and a commitment to professionalism. Advisors are ranked on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; growth: relative year-over-year change in assets, clients and production; professionalism: regulatory record, community involvement, mentorship and team makeup. Nominees were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Participation in the ranking is open to any firm or advisor and there are no fees for participation. This recognition should not be construed as an endorsement by any client and is not indicative of future performance or success. When Simon Quick Advisors, LLC receives recognition or an award from unaffiliated rating services, it compensates the rating service for the use of branded logos in its sales and marketing materials, including email signatures.
