William Lalor, Cfp®, Cfa
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William Lalor, Cfp®, Cfa Email & Phone Number

Head of Financial Planning at Simon Quick Advisors, LLC at Simon Quick Advisors, LLC
Location: Morristown, New Jersey, United States 4 work roles 2 schools
1 work email found @mqsadvisors.com 2 phones found area 973 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email w****@mqsadvisors.com
Direct phone (973) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Simon Quick Advisors, LLC
Role
Head of Financial Planning at Simon Quick Advisors, LLC
Location
Morristown, New Jersey, United States
Company size
62 employees

Who is William Lalor, Cfp®, Cfa? Overview

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Quick answer

William Lalor, Cfp®, Cfa is listed as Head of Financial Planning at Simon Quick Advisors, LLC at Simon Quick Advisors, LLC, a with 62 employees, based in Morristown, New Jersey, United States. AeroLeads shows a work email signal at mqsadvisors.com, phone signal with area code 973, and a matched LinkedIn profile for William Lalor, Cfp®, Cfa.

William Lalor, Cfp®, Cfa previously worked as Managing Director / Principal at Simon Quick Advisors, Llc and Head of Financial Planning, Client Advisor at Simon Quick Advisors, Llc. William Lalor, Cfp®, Cfa holds Masters Of Business Administration, Finance from Rutgers Business School.

Company email context

Email format at Simon Quick Advisors, LLC

This section adds company-level context without repeating William Lalor, Cfp®, Cfa's masked contact details.

*@mqsadvisors.com
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AeroLeads found 1 current-domain work email signal for William Lalor, Cfp®, Cfa. Compare company email patterns before reaching out.

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Profile bio

About William Lalor, Cfp®, Cfa

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

Listed skills include Strategic Financial Planning, Wealth Management, Alternative Investments, Investments, and 17 others.

Current workplace

William Lalor, Cfp®, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Simon Quick Advisors, LLC
Simon Quick Advisors, Llc
Head of Financial Planning at Simon Quick Advisors, LLC
morristown, new jersey, united states
Website
simonquickadvisors.com
Employees
62
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Company profile
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4 roles

William Lalor, Cfp®, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director / Principal

Current
Simon Quick Advisors, Llc

360 Mount Kemble Ave, Morristown, Nj 07960

Jan 2019 - Present

Head Of Financial Planning, Client Advisor

Current
Simon Quick Advisors, Llc

360 Mount Kemble Ave, Morristown, Nj 07960

Apr 2011 - Present

Vice President, Wealth Advisor

The Mde Group, Inc.

Morristown, Nj 07960

Jul 2004 - Apr 2011
Team & coworkers

Colleagues at Simon Quick Advisors, LLC

Other employees you can reach at simonquickadvisors.com. View company contacts for 62 employees →

AS Adam Steck Adam Steck Colleague at Simon Quick Advisors, LlcNutley, New Jersey, United States View → EK Edward Klein Edward Klein Colleague at Simon Quick Advisors, LlcNew York City Metropolitan Area, United States View → JM James Mcgurren Cpa, Cfp® James Mcgurren Cpa, Cfp® Colleague at Simon Quick Advisors, LlcNew York City Metropolitan Area, United States View → ZL Zachary Levin Zachary Levin Colleague at Simon Quick Advisors, LlcNew York, United States View → CM Chris Moore Chris Moore Colleague at Simon Quick Advisors, LlcBronx, New York, United States View → SP Steve Pisano, Esq. Steve Pisano, Esq. Colleague at Simon Quick Advisors, LlcMorristown, New Jersey, United States View → SD Stephen Delargy Jr., Cfp® Stephen Delargy Jr., Cfp® Colleague at Simon Quick Advisors, LlcNew York City Metropolitan Area, United States View → BH Brian Hipwell, Cfp® Brian Hipwell, Cfp® Colleague at Simon Quick Advisors, LlcNew York, United States View → BF Brannon Fisher, Cfp® Brannon Fisher, Cfp® Colleague at Simon Quick Advisors, LlcDenver, Colorado, United States View → EK Erin Keller Erin Keller Colleague at Simon Quick Advisors, LlcCaldwell, New Jersey, United States View →
2 education records

William Lalor, Cfp®, Cfa education

FAQ

Frequently asked questions about William Lalor, Cfp®, Cfa

Quick answers generated from the profile data available on this page.

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 Simon Quick Advisors, LLC?

William Lalor, Cfp®, Cfa is listed as Head of Financial Planning at Simon Quick Advisors, LLC at Simon Quick Advisors, LLC.

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

AeroLeads has found 1 work email signal at @mqsadvisors.com for William Lalor, Cfp®, Cfa at Simon Quick Advisors, LLC.

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

AeroLeads has found 2 phone signal(s) with area code 973 for William Lalor, Cfp®, Cfa at Simon Quick Advisors, LLC.

Where is William Lalor, Cfp®, Cfa based?

William Lalor, Cfp®, Cfa is based in Morristown, New Jersey, United States while working with Simon Quick Advisors, LLC.

What companies has William Lalor, Cfp®, Cfa worked for?

William Lalor, Cfp®, Cfa has worked for Simon Quick Advisors, Llc, The Mde Group, Inc., and Jds Uniphase.

Who are William Lalor, Cfp®, Cfa's colleagues at Simon Quick Advisors, LLC?

William Lalor, Cfp®, Cfa's colleagues at Simon Quick Advisors, LLC include Adam Steck, Edward Klein, James Mcgurren Cpa, Cfp®, Zachary Levin, and Chris Moore.

How can I contact William Lalor, Cfp®, Cfa?

You can use AeroLeads to view verified contact signals for William Lalor, Cfp®, Cfa at Simon Quick Advisors, LLC, including work email, phone, and LinkedIn data when available.

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

William Lalor, Cfp®, Cfa holds Masters Of Business Administration, Finance from Rutgers Business School.

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

William Lalor, Cfp®, Cfa is listed with skills including Strategic Financial Planning, Wealth Management, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, and Financial Planning.

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