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$5+ trillion
In invested assets globally
As of 11/07/2023
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
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
Education
Accomplishments
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
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
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
Education
Accomplishments
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
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.
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.
$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
