William Lalor, Cfp®, Cfa

William Lalor, Cfp®, Cfa Email and Phone Number

Head of Financial Planning at Simon Quick Advisors, LLC @ Simon Quick Advisors, LLC
morristown, new jersey, united states
William Lalor, Cfp®, Cfa's Location
Morristown, New Jersey, United States, United States
William Lalor, Cfp®, Cfa's Contact Details

William Lalor, Cfp®, Cfa personal email

William Lalor, Cfp®, Cfa phone numbers

About William Lalor, Cfp®, Cfa

CERTIFIED FINANCIAL PLANNER (CFP®)CHARTERED FINANCIAL ANALYST (CFA)

William Lalor, Cfp®, Cfa's Current Company Details
Simon Quick Advisors, LLC

Simon Quick Advisors, Llc

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Head of Financial Planning at Simon Quick Advisors, LLC
morristown, new jersey, united states
Website:
simonquickadvisors.com
Employees:
62
William Lalor, Cfp®, Cfa Work Experience Details
  • Simon Quick Advisors, Llc
    Managing Director / Principal
    Simon Quick Advisors, Llc Jan 2019 - Present
    360 Mount Kemble Ave, Morristown, Nj 07960
    View
  • Simon Quick Advisors, Llc
    Head Of Financial Planning, Client Advisor
    Simon Quick Advisors, Llc Apr 2011 - Present
    360 Mount Kemble Ave, Morristown, Nj 07960
    View
  • The Mde Group, Inc.
    Vice President, Wealth Advisor
    The Mde Group, Inc. Jul 2004 - Apr 2011
    Morristown, Nj 07960
  • Jds Uniphase
    Development Engineer
    Jds Uniphase Jan 2000 - Jul 2003
    View

William Lalor, Cfp®, Cfa Skills

Strategic Financial Planning Wealth Management Alternative Investments Investments Portfolio Management Asset Allocation Asset Management Financial Planning Risk Management Investment Management Asset Managment Fixed Income Hedge Funds Mutual Funds Investment Advisory Equities Retirement Planning Leadership Investment Strategies Certified Financial Planner Securities

William Lalor, Cfp®, Cfa Education Details

Frequently Asked Questions about William Lalor, Cfp®, Cfa

What company does William Lalor, Cfp®, Cfa work for?

William Lalor, Cfp®, Cfa works for Simon Quick Advisors, Llc

What is William Lalor, Cfp®, Cfa's role at the current company?

William Lalor, Cfp®, Cfa's current role is Head of Financial Planning at Simon Quick Advisors, LLC.

What is William Lalor, Cfp®, Cfa's email address?

William Lalor, Cfp®, Cfa's email address is wi****@****ors.com

What is William Lalor, Cfp®, Cfa's direct phone number?

William Lalor, Cfp®, Cfa's direct phone number is +197352*****

What schools did William Lalor, Cfp®, Cfa attend?

William Lalor, Cfp®, Cfa attended Rutgers Business School, Rutgers School Of Engineering.

What skills is William Lalor, Cfp®, Cfa known for?

William Lalor, Cfp®, Cfa has skills like Strategic Financial Planning, Wealth Management, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Financial Planning, Risk Management, Investment Management, Asset Managment, Fixed Income.

Who are William Lalor, Cfp®, Cfa's colleagues?

William Lalor, Cfp®, Cfa's colleagues are Michael T. Oliveri, Henry Rauch, Erin Keller, Brannon Fisher, Cfp®, Steve Pisano, Esq., Edward Klein, Kyle Cunningham.

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