Email Me
$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0G54364
Entrusted Financial Advisor since 1987, who offers intelligent investment counsel based on experience, research, and hard work. Spends time to understand your financial concerns, hopes and dreams, and works in partnership with you to develop a customized financial program appropriate for your individual goals and objectives. We work with each investor as an individual with individual needs. Then we formulate a plan based on our findings. 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.
Accomplishments
• Forbes America’s Top Women Wealth Advisors, 2021
• Forbes America’s Top Women Advisors Best-In-State, 2022
The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. The rating is based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit: https://www.ubs.com/us/en/designation-disclosures
· Invited to Barron’s Top Women Advisor Summit, 2008 to present
· Women Who Mean Business Award, Albany Business Review, 2021
· President’s Circle Award, YWCA of Northeastern New York, 2020
· Women's Employment and Resources Pearls of Wisdom Award, 2018
· Visions of Strength Award – Northeast Health, 2017
· Trailblazing Woman of 2014 Award – The Women's Fund of the Capital Region
· Women's Employment & Resource Center–Advancement of Women in the Workplace, 2011
· Women of Excellence Award - Capital Region Chamber of Commerce, 1993
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
CA Insurance License #0G54364
Entrusted Financial Advisor since 1987, who offers intelligent investment counsel based on experience, research, and hard work. Spends time to understand your financial concerns, hopes and dreams, and works in partnership with you to develop a customized financial program appropriate for your individual goals and objectives. We work with each investor as an individual with individual needs. Then we formulate a plan based on our findings. 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.
Accomplishments
• Forbes America’s Top Women Wealth Advisors, 2021
• Forbes America’s Top Women Advisors Best-In-State, 2022
The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. The rating is based on quantitative factors and are not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit: https://www.ubs.com/us/en/designation-disclosures
· Invited to Barron’s Top Women Advisor Summit, 2008 to present
· Women Who Mean Business Award, Albany Business Review, 2021
· President’s Circle Award, YWCA of Northeastern New York, 2020
· Women's Employment and Resources Pearls of Wisdom Award, 2018
· Visions of Strength Award – Northeast Health, 2017
· Trailblazing Woman of 2014 Award – The Women's Fund of the Capital Region
· Women's Employment & Resource Center–Advancement of Women in the Workplace, 2011
· Women of Excellence Award - Capital Region Chamber of Commerce, 1993
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
A year of inflections
Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
