Garrett Wells, CFP®

Mr. Wells joined Simon Quick in December of 2017. He is currently a Vice President on the client advisory team where he is responsible for supporting the Partners and Client Advisors with financial planning, investment plans, investment performance reports, and client communications. Mr. Wells is a member of the Simon Quick Leadership Academy, where he looks to enhance his leadership capabilities and to help grow future leaders of 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 the firm, 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, Garrett 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]