Simon Quick Advisors, LLC
Cameron Brooks is currently involved in the Analyst Training Program at Simon Quick Advisors, LLC, following previous internships at the same company and River Wealth Advisors. They also serve as a Resident Assistant at Fairleigh Dickinson University, providing support and guidance to fellow students. Cameron's academic background includes a Bachelor's degree in Accounting and Finance and is currently pursuing a Master's degree in Business Administration with a concentration in Finance. They have experience in tutoring finance and accounting at the Academic Support Center.
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