BC
Bill Conger
Senior Managing Director at Simon Quick Advisors,
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Work Experience
Senior Managing Director
Apr 2022 - Present · 2 years and 8 months
Principal-Portfolio Manager
Sep 2008 - Apr 2022 · 13 years and 7 months
Gibraltar/RBC Securities
Financial Consultant
Apr 1997 - Aug 2008 · 11 years and 4 months
Company Details
51-200 Employees
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
Year Founded
2004
Social Media
Linkedin
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance
HQ Location
360 Mount Kemble Avenue Morristown, NJ 07960, US
Keywords
financeinvestment consultingwealth managementfinancial planningendowment consultingfinancial advisorinvestment advisorymaintenance dutiesvet prospective investmentinterviewing strategies
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