Kristin Mccamish Bell

Employer firm

Simon Quick Advisors, LLC CRD 132330

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → Present
  Simon Quick Advisors, Llc
  Chattanooga, TN
• 05/2015 → 10/2018
  Southeastern Trust Company
  Chattanooga, TN

Other Businesses

CHILDREN'S ADVOCACY CENTER OF HAMILTON COUNTY (CACHC). INVESTMENT RELATED. 5705 Uptain Rd, Chattanooga, TN 37411. CHILD ABUSE SERVICE CENTER. BOARD MEMBER AND MEMBER OF FINANCE COMMITTEE WHICH HAS ESTABLISHED AN ENDOWMENT FOR THE CACHC. START DATE 2015. 3 HOURS MONTHLY, ZERO DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Designations

• Chartered Financial Analyst