Jessica Reale, FPQP®

Ms. Reale joined Simon Quick in December of 2022 and currently serves as a Client Service Associate. Her primary responsibilities include assisting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick, Ms. Reale worked for a financial planning firm as a Client Associate. She supported two financial advisors and serviced over 300 clients. In her previous role, she gathered client information, helped with account openings, executed money movements, and responded to all client requests. In this position, she gained valuable experience in the financial planning field by serving clients and assisting other financial advisors while upholding the fiduciary standard.

Ms. Reale graduated with a BBA in International Business and Finance from Stetson University. Here she also had the opportunity to study abroad in Madrid, Spain. Ms. Reale then went on to receive a Master of Science in Global Finance at Fordham University. While in college, Ms. Reale spent time at different Boys & Girls Clubs of America where she helped encourage a positive reading experience to children and accommodate their academic needs. Ms. Reale helped raise money for children that are unable to read and provided them with the resources to learn. In her spare time, she enjoys spending time with her dog and family, traveling and being outdoors.