The Client Service Team at Simon Quick Advisors, LLC is dedicated to delivering exceptional, personalized service to our clients. They work closely with clients to address any financial issues, questions, or decisions, ensuring that each client's unique circumstances and needs are met. The team aims to build meaningful relationships, acting as trusted partners in managing wealth and providing guidance to achieve financial peace of mind.
Adam Steck
Senior Client Service Associat...
Anders Velischek
Vice President Of Client Advis...
Breanna Z.
Client Service Administrator
Brian Hipwell
Vice President, Client Advisor...
Connor N. Donovan
Vice President, Client Advisor
Edward Klein
Client Service Associate
Erin Slocum
Client Advisor
Jack Mahoney
Managing Director, Client Advi...
James McGurren Cpa
Principal | Senior Managing Di...
Jessica Epstein
Senior Client Service Associat...
Kiarra Coke
Client Service Associate
Kyle Ferrare
Managing Director | Principal,...
Larissa Mehlfelder
Principal | Managing Director ...
Lisa Manzolillo
Vice President, Client Advisor...
Lori A. Salerno
Vice President- Client Service...
Michael Cerenzia
Client Service Associate
Tommy Beeby
Client Advisory Analyst
Vanessa Sullivan
Director, Head Of Client Servi...
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