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


Enterprise Software

Investment Management

Simon Quick Advisors, LLC

Adelina Lifrieri

Lori A. Salerno

Kristin Bell

Simon Quick

Mae Hung

The Leadership Team at Simon Quick Advisors, LLC is responsible for steering the company's strategic direction and ensuring alignment with its mission to empower clients to achieve their personal and financial goals. This team oversees key areas such as investments, client advisory, financial oversight, marketing, and compliance, working collaboratively to build and maintain meaningful client relationships while ensuring the firm's operations are efficient, ethical, and client-focused. They bring together a wealth of experience to provide nimble and precise solutions, guiding clients on their financial journeys.

Leadership Team

Investment Team

Client Service Team

Leadership Team

About

Team members