Kiarra Coke

Ms. Coke joined Simon Quick in April 2023 as a Client Service Associate. Her primary responsibilities include supporting the Client Advisory team with client onboardings, execution of documents, helping with client requests, and processing money movements.

Prior to joining Simon Quick, Ms. Coke served as a Financial Representative at Fidelity Investments and Relationship Banker at JP Morgan Chase. While working at Fidelity Investments, Ms. Coke supported four financial advisor teams. In her previous role, she gathered client information, coordinated client meetings, helped with account openings, and executed money movements. Kiarra has gained invaluable experience in the wealth management sector by supporting financial teams and consistently providing high-touch service to clients.

Kiarra graduated with a B.A. in Criminal Justice from Lynn University and is working towards a professional certificate in Project Management. She enjoys spending time with her family, traveling, reading, and volunteering in her spare time.