Justin Duke Joins Simon Quick Advisors to Lead Dallas Expansion

Duke’s transition underscores a broader migration of veteran talent away from wirehouses and toward independent, fiduciary-focused firms. Data from Cerulli Associates indicates that independent and hybrid RIAs have sustained annualized growth rates exceeding 10% for a decade, now controlling over 25% of industry assets. This shift is fueled by advisors prioritizing client-centric platforms over the rigid institutional targets often found at major banks.

At Simon Quick, Duke joins an established Dallas team, including Nate Ohlinger and Shei Unger, to support a regional client base of entrepreneurs and multigenerational wealth holders. Managing Partner Christopher Moore noted that the hire aligns with the firm’s strategy to deliver sophisticated financial services in high-growth markets. With $9.9 billion in assets under management, the employee-owned firm continues to position itself as an alternative to the traditional banking model, emphasizing autonomy in financial decision-making for high-net-worth individuals.