Simon Quick Advisors Welcomes Justin A. Duke, CFA, as Managing Director, Client Advisor in Dallas

DALLAS, Sept. 8, 2026 /PRNewswire/ -- Simon Quick Advisors, an independent, employee-owned wealth management and multi-family office firm, today announced that Justin A. Duke, CFA, has joined the firm's Dallas office as Managing Director, Client Advisor. Justin joins colleagues Nate Ohlinger, Shei Unger, Ryan Moffett, Gregory Chappell, and Christian Yoss as part of Simon Quick's continued growth in the Dallas market.

Justin's move reflects a long-running trend in the wealth management industry, as experienced advisors continue to leave large banks and wirehouses in favor of independent, fiduciary-focused firms. According to Cerulli Associates data, as reported by AdvisorHub, independent and hybrid RIAs have grown at annualized rates of over 10% for the past decade, now managing more than a quarter of industry assets, a shift driven largely by advisors' desire for greater autonomy and a platform built around client needs rather than institutional targets.

Dallas has become one of the fastest-growing hubs for entrepreneurs and multigenerational wealth in the country, and Simon Quick continues to expand its advisory team to serve that evolving market. Justin brings nearly 25 years of wealth management experience, beginning his career at Northern Trust, Regions Bank, and most recently, BNY Wealth, where he served as a team leader in the firm's Dallas office. Throughout his career, Justin has worked with high-net-worth individuals, families, entrepreneurs, and business owners navigating significant liquidity events, bringing a steady, communication-first approach to complex financial decisions.

"Simon Quick gave me something I didn't think was possible: the resources and capabilities to serve clients at the highest level, without the constraints I'd grown used to," Justin explains. "Being independent and employee-owned isn't just a talking point here; it shapes how the firm actually operates and who it can serve."

"Justin's decision to join us reflects exactly what continues to set Simon Quick apart: independence, employee ownership, and the resources to serve sophisticated clients without compromise," said Christopher Moore, Managing Partner at Simon Quick Advisors. "He brings exactly the experience and character we need to expand our presence in Dallas."

The firm's growth in the Dallas area reflects its broader commitment to bringing sophisticated advisory services to markets where clients are increasingly seeking that type of solution. Read the full announcement on the Simon Quick website.

About Simon Quick Advisors
Founded in 2004, Simon Quick Advisors is an independent wealth management firm serving high-net-worth individuals and families across the United States. As of June 30, 2026, the firm oversees $11.9 billion in Assets Under Advisement and $9.9 billion in Assets Under Management. With over 700 client relationships and an advisor-to-client ratio of 1:29, Simon Quick delivers highly personalized service through a team-based approach. Headquartered in Morristown, New Jersey, the firm also has offices in New York, NY; Garden City, NY; Denver, CO; Chattanooga, TN; and Dallas, TX. To learn more or schedule a consultation visit www.simonquickadvisors.com or email [email protected].

Media Contact:
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R.J. Walker & Co.
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SOURCE Simon Quick Advisors