Simon Quick Advisors Welcomes Justin A. Duke as Managing Director in Dallas
Simon Quick Advisors has announced that Justin A. Duke, CFA, has joined the firm's Dallas office as a Managing Director and Client Advisor. This move is part of Simon Quick’s ongoing expansion efforts in the Dallas market, where demand for independent wealth management services continues to grow. The hiring reflects broader industry trends showing advisors shifting from large banks toward independent firms that offer greater autonomy and client-focused platforms. Justin brings nearly 25 years of experience working with high-net-worth individuals and entrepreneurs across institutions like Northern Trust, Regions Bank, and BNY Wealth. His addition strengthens Simon Quick’s Dallas team alongside other key personnel such as Nate Ohlinger and Shei Unger. The firm currently manages $11.9 billion in Assets Under Advisement and serves over 700 client relationships with a low advisor-to-client ratio of 1:29. Simon Quick, an independent wealth management company founded in 2004, continues to expand its presence across the U.S., including offices in New York, Denver, Chattanooga, and Dallas. The firm emphasizes independence, employee ownership, and client-centric services as key differentiators.
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