Simon Quick Advisors, LLC
Edward Klein is a Client Service Associate at Simon Quick Advisors, LLC, with previous experience as a Client Services Associate at UBS and a Caddie at Edgewood Country Club. Edward also interned at Benjamin Moore & Co. in the Financial Planning and Analysis Department. Edward has a background in front-end work at Wegmans Food Markets and interned at Cuttone & Company. Edward attended Villanova University from 2017-2021 after graduating from Saint Joseph Regional High School in 2016.
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