Simon Quick Advisors, LLC
James McGurren CPA, CFP® is a seasoned financial professional with extensive experience in wealth management. Currently serving as Principal, Senior Managing Director, and Client Advisor at Simon Quick Advisors, LLC since October 2019, McGurren plays a key role in providing tailored financial planning and investment consulting solutions to affluent individuals and families. Prior to this, McGurren was a Wealth Manager and Managing Director at Next Capital Management LLC from 2009 to September 2019, and held the positions of Wealth Manager and President at Dartmouth Advisory Services from 1992 to 2009. McGurren earned a B.S. in Accounting from Fordham University and graduated from Holy Cross High School in Flushing, NY.
This person is not in the org chart
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