Simon Quick Advisors, LLC
Connor N. Donovan, CFP®, serves as Vice President and Client Advisor at Simon Quick Advisors, LLC, where responsibilities include supporting the preparation of financial plans and investment analyses for clients and prospects. Donovan has a strong background in finance, having earned a Bachelor's Degree in Finance (Cum Laude) from Lehigh University, along with a minor in Entrepreneurship. Prior roles include consulting for the Lehigh University Small Business Development Center and internships at strategic financial consulting firms. With experience in various baseball organizations, Donovan has also demonstrated leadership and teamwork skills through participation in collegiate summer leagues. The Certified Financial Planner™ designation was obtained after meeting rigorous educational and experiential requirements.
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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