Senior Wealth Strategy Associate
Susan has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts in Mathematics and Masters of Business Administration. Susan supports clients with retirement planning, managing appropriate asset allocation, investment management and insurance needs. Susan also analyzes portfolios and presents investment solutions tailored to clients’ individual needs. She assists the team in the security selection of managed equity strategies and is responsible for reviewing mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Wealth Strategy Associate
Susan has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts in Mathematics and Masters of Business Administration. Susan supports clients with retirement planning, managing appropriate asset allocation, investment management and insurance needs. Susan also analyzes portfolios and presents investment solutions tailored to clients’ individual needs. She assists the team in the security selection of managed equity strategies and is responsible for reviewing mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Registered Client Associate
Ed has been in the financial services industry since 1997. He is a graduate of SUNY Schenectady with a degree in Business Administration and a magna cum laude graduate from Nyack College, with a Bachelor of Science in Organizational Management. Ed joined The Quinn Wealth Management Group in October of 2016. Ed's focus has been on client service, administration & operational support. Ed is a life-long resident of the Capital Region, who has volunteered for many local not-for-profit organizations, most importantly: Leukemia & Lymphoma Society & Pancreatic Lustgarten Foundation, both meaningful causes to him & his family.
Professional Experience
Education
Personal & Community
Licenses
Education
Senior Registered Client Associate
Ed has been in the financial services industry since 1997. He is a graduate of SUNY Schenectady with a degree in Business Administration and a magna cum laude graduate from Nyack College, with a Bachelor of Science in Organizational Management. Ed joined The Quinn Wealth Management Group in October of 2016. Ed's focus has been on client service, administration & operational support. Ed is a life-long resident of the Capital Region, who has volunteered for many local not-for-profit organizations, most importantly: Leukemia & Lymphoma Society & Pancreatic Lustgarten Foundation, both meaningful causes to him & his family.
Professional Experience
Education
Personal & Community
Licenses
Education
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science in Business Administration/Marketing. Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. She brings problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the best possible planning and investment experience to our clients. She supports the next generation of our client families by providing financial education. Rachel shares her team’s commitment to community engagement and actively volunteers for several not-for-profit organizations, including the American Red Cross and Boston Cares.
Professional Experience
Education
Licenses
Personal & Community
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science in Business Administration/Marketing. Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. She brings problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the best possible planning and investment experience to our clients. She supports the next generation of our client families by providing financial education. Rachel shares her team’s commitment to community engagement and actively volunteers for several not-for-profit organizations, including the American Red Cross and Boston Cares.
Professional Experience
Education
Licenses
Personal & Community
Client Associate
Carol A. Nieckarz started in the financial services industry in 1997. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts in Business Administration / Accounting. Carol was as a Financial Advisor with The Quinn Wealth Management Group from 1997 to 2015. During her years as a Financial Advisor, Carol offered investment advice based on experience and research. She spent time understanding client financial concerns and customized investment plans for client’s individual goals. Carol now works as a Client Associate in her retirement years with The Quinn Wealth Management Group. Carol offers a wealth of knowledge and enhances the team’s business processes.
Professional Experience
Education
Personal & Community
Client Associate
Carol A. Nieckarz started in the financial services industry in 1997. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts in Business Administration / Accounting. Carol was as a Financial Advisor with The Quinn Wealth Management Group from 1997 to 2015. During her years as a Financial Advisor, Carol offered investment advice based on experience and research. She spent time understanding client financial concerns and customized investment plans for client’s individual goals. Carol now works as a Client Associate in her retirement years with The Quinn Wealth Management Group. Carol offers a wealth of knowledge and enhances the team’s business processes.
Professional Experience
Education
Personal & Community
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.
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