Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young woman on a ferry

Alissa Quinn

Senior Vice President–Wealth Management

Financial Advisor

CA Insurance License #0G54364

I have been a dedicated Financial Advisor since 1987, offering intelligent investment counsel based on experience, research, and hard work. I spend time to understand your financial concerns, hopes and dreams, and work with you to develop a customized financial program appropriate for your individual goals and objectives. I am the Senior Vice President of The Quinn Wealth Management Group which is a multifaceted team dedicated to supporting multigenerational families, couples, individuals, and businesses. The Quinn Wealth Management Group works with clients in either of two ways; fee based financial planning with no asset minimum or comprehensive wealth planning with a minimum of $500,000 in investable assets.

Professional Experience

  • UBS Financial Services Inc. - Senior Vice President – Wealth Management Albany, NY  April 2009 – Present
  • Smith Barney - First Vice President - Wealth Management - Senior Investment Management Specialist  Albany, NY  January 1987 - April 2009 

Education

  • Bachelor of Science in Economics & Engineering, Union College, 1984

Accomplishments

  • Forbes America’s Top Women Wealth Advisors, 2021

    The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

  • Forbes Best-in-State Women Wealth Advisors, 2022, 2023

    The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year. 

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • PA
  • TX
  • VA
  • VT

  • Forbes America’s Top Women Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Science Degree in Industrial Economics / Mechanical Engineering, Union College

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Your goals are the starting point
Financial planning
Sustainable investing
Women investors
Business Owners
Professionals
Retirement planning
Business succession
8 Southwoods Blvd
Suite 207
Albany, NY 12211
  • (518) 447-3913

Email Me

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Wealth, from your point of view

Your life, wealth and future. UBS Wealth Way

A team approach

A team approach

Multicultural

Invest to advance

Let’s build the future of multicultural wealth. Together.

Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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