Simon Quick Advisors, LLC
Adam Steck is an experienced Senior Client Service Associate and Client Services Administrator at Simon Quick Advisors, LLC. Previously, Adam worked as a 401(k) Specialist at JFL Total Wealth Management. Adam excelled at overseeing corporate retirement accounts, collaborating with senior leadership, analyzing investment lineups, and managing compliance tests. Their extensive experience includes working with vendors like Fidelity and Principal. Additionally, Adam held various leadership roles in organizations like Kappa Sigma Fraternity and Ramapo College Student Government Association while earning a Bachelor of Science in Finance from Ramapo College of New Jersey.
Simon Quick Advisors, LLC
Our mission statement is to give our clients the freedom to pursue what matters most to them. Our clients come from different industries and backgrounds, but they have all found their own individual success and have accumulated significant wealth. Navigating the complexities that come with wealth is hard to do alone. That’s why we work closely with each client to develop a personalized strategy that aligns with their unique circumstances and needs. Ultimately, our goal is to be our clients’ first and only call regarding any financial issue, question, or decision. We put our client’s goals, big and small, at the center of everything we do. We are invested, honest, and precise but nimble problem solvers. Success to us means creating a meaningful relationship with a client so that he or she works with us as a partner in securing and managing his or her wealth. Ultimately our goal is to act as a guide on each client’s financial journey so that the client can achieve financial peace of mind and focus on whatever is most important to them in life. For important disclosures please go to https://static.twentyoverten.com/5dd43b58fe95cc60688ef1e8/FG9fZ7rro6/Simon-Quick-Advisors-Disclosure-Information.pdf