Garrett Wells, CFP®

Mr. Wells joined Simon Quick in December 2017 and currently serves as Vice President on the client advisory team. In this role, he supports the Partners and Client Advisors with financial planning, investment plans, investment performance reports, and client communications. He was a member of Simon Quick’s inaugural Leadership Academy cohort, where he enhanced his leadership skills and contributed to the development of future leaders within the firm. Garrett completed the Financial Planning Certificate Program at Fairleigh Dickinson University and became a CERTIFIED FINANCIAL PLANNER™ practitioner in October 2020.

Prior to joining Simon Quick, Garrett worked as a consultant for First Derivatives focusing on Regulatory Reform for investment banks. There, he gained experience in the implementation of financial regulation across the front, middle, and back offices of large banks.

Garrett graduated with High Honors from the Stevens Institute of Technology in May of 2017 with a B.S. in Business and Technology, concentrating in Finance and Information Systems. While at Stevens, he was a member of the varsity baseball team. Mr. Wells currently resides in Long Island, New York, where he enjoys the beach, surfing, and traveling with his wife.

Call: 973-525-1032

Email: [email protected]