Daniel Weitz

Managing Director | Principal at Massey Quick Simon & Co. - Morristown, NJ, US

Daniel Weitz's Colleagues at Massey Quick Simon & Co.
Lori Salerno

Vice President- Client Service Administrator

Contact Lori Salerno

Wayne Yi

Head of Investment Research, Senior Managing Director | Principal

Contact Wayne Yi

Vanessa Sullivan

Vice President of Client Service Administration

Contact Vanessa Sullivan

Shelley Rizzo

Administrative Assistant

Contact Shelley Rizzo

James McGurren

Principal | Managing Director | Client Advisor

Contact James McGurren

Cristina Puleo

Vice President - Tax, Family Office Services

Contact Cristina Puleo

View All Daniel Weitz's Colleagues
Daniel Weitz's Contact Details
HQ
973-525-1000
Location
Morristown,New Jersey,07960,United States
Company
Massey Quick Simon & Co.
Daniel Weitz's Company Details
Massey Quick Simon & Co. logo, Massey Quick Simon & Co. contact details

Massey Quick Simon & Co.

Morristown, NJ, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

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

finance investment consulting wealth management financial planning endowment consulting financial advisor
Details about Massey Quick Simon & Co.
Frequently Asked Questions about Daniel Weitz
Daniel Weitz currently works for Simon Quick Advisors, LLC.
Daniel Weitz's role at Simon Quick Advisors, LLC is Managing Director | Principal.
Daniel Weitz's email address is ***@mqsadvisors.com. To view Daniel Weitz's full email address, please signup to ConnectPlex.
Daniel Weitz works in the Investment Management industry.
Daniel Weitz's colleagues at Massey Quick Simon & Co. are Lori Salerno, Wayne Yi, Vanessa Sullivan, Shelley Rizzo, James McGurren, Kylee Scioscia, Cristina Puleo and others.
Daniel Weitz's phone number is 973-525-1000
See more information about Daniel Weitz