Adam Talmadge, FPQP®, SE-AWMA™

Mr. Talmadge joined Simon Quick in December of 2019. Adam is an Associate on the Client Advisory Team. He is responsible for supporting Partners and Client Advisors with financial planning for clients, implementing investment plans, and coordinating client communications. He is also a member of the Employee Experience Committee, which aims to continuously improve the experience of employees at Simon Quick.

Prior to joining full-time, Mr. Talmadge interned for Simon Quick during the summer of 2017. After graduating, Adam became a Client Service Associate where he supported the Client Advisory team with client onboardings, execution of documents, client requests, and processing money movements.

Adam graduated with a BAA and MBA from St. Bonaventure University. At St. Bonaventure, Adam held several management positions for the university’s student investment club (SIMM), where he oversaw a portfolio of over $400,000. Mr. Talmadge was also a student leader in Enactus, a non-profit organization that holds an annual service trip to Freeport, Bahamas. Adam became a Financial Paraplanner Qualified Professional^SM in 2018 and a Sports & Entertainment Accredited Wealth Management Advisor^SM in 2023. He enjoys playing volleyball and hockey in his spare time. Adam is also an avid Buffalo Bills and St. Bonaventure Basketball fan.