Financial planning and beyond

Team 2022 photo

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Headshot Alissa Quinn 2022

    Alissa Quinn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • DE
    • FL
    • GA
    • IA
    • KY
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TN
    • TX
    • VA
    • VT

    CA Insurance License #0G54364

    Dedicated 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.  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 

    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

     

     

     

    • 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, 2023The 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.

    • Union College, Bachelor of Science Economics / Engineering: 1980 - 1984
    • Union College, Bachelor of Science Economics / Engineering: 1980 - 1984
      Financial planning
      Long-term care planning
      Philanthropy
      Legacy planning
      Sustainable investing
      Business succession
      Asset allocation
      Impact investing
      8 Southwoods Blvd
      Suite 207
      Albany, NY 12211
    • Susan Brown

      Susan Brown, CRPC

      Senior Wealth Strategy Associate

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

      Susan M. Brown 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 degree in Mathematics and Masters of Business Administration. Susan's role is to assist with the comprehensive financial planning process with clients, reviewing such topics as retirement planning, asset allocation, investment management and insurance needs. Susan also collaborates with the team in analyzing portfolios and presenting investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the ongoing monitoring of mutual fund portfolios.  

      Professional Experience
       •       UBS Financial Services Inc. – Senior Wealth Strategy Associate - Planning Specialist Albany, NY – April 2009 - Present 

      •       Citi-Smith Barney - Financial Advisor  Albany, NY - December 2006 - April 2009 

      Education
      •       Master of Business Administration, University at Albany, 2006 

      •       Bachelor of Arts, Mathematics, University at Albany, 2000 

      •       Chartered Retirement Planning CounselorSM (CRPC®), 2014

      Personal & Community
      •     Girl Scouts of Northeastern New York Volunteer, 2015 - present

      Licenses
      •       Series 7, General Securities Representative, 2007 

      •       Series 66, Investment Advisor Representative & Uniform Securities State Agent, 2007

      •       State of New York, Life, Accident and Health Insurance Licensed, 2007

      •       New York State Partnership for Long Term Care, 2007

      •       Notary Public – State of New York, 2012 - present

       

        • The University at Albany, Bachelor of Arts degree in Mathematics
        • The University at Albany, Masters of Business Administration
        • Union College, Bachelor of Science Economics / Engineering: 1980 - 1984
        • SUNY Schenectady, Business Administration
        • Nyack College, Bachelor of Science degree in Organizational Management
        • Chartered Retirement Planning Counselor℠
        8 Southwoods Blvd
        Suite 207
        Albany, NY 12211
      • Edward Piotrowski

        Edward Piotrowski

        Senior Client Associate

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        • CA
        • CO
        • DE
        • FL
        • GA
        • KY
        • LA
        • MA
        • MD
        • ME
        • MN
        • NC
        • NH
        • NJ
        • NY
        • PA
        • TX
        • VA
        • VT

        Edward A. Piotrowski has been in the financial services industry since 1997. He is a magna cum laude graduate of Nyack College, with a Bachelor of Science degree in Organizational Management. Ed joined The Quinn Wealth Management Group in October of 2016. Ed's focus is on client service relationship support, in addition to assisting with operational inquiries and functions.

        Professional Experience
        • UBS Financial Services, Inc. – Senior Registered Client Services Associate
        Albany, NY – October 2016 – present
        • Empire Financial Advisors – Vice President of Branch Development, Financial Consultant
        Latham, NY – January 2015 – August 2016
        • Merrill Lynch – Financial Advisor
        Clifton Park, NY – June 2011 – December 2014
        • MetLife – Personal Marketing Assistant
        Latham, NY – February 2005 – May 2011
        • The Ayco Company – Administrator Survivor Support Services
        Albany, NY – March 1997 – January 2005

        Education
        • Bachelor of Science Degree in Organizational Management-Nyack College, Nyack, NY 2005
        • Financial Paraplanner Qualified ProfessionalTM, 2021

        Personal & Community
        • Galway Sailing Club, 2011-present
        • American Cancer Society, "Relay for Life" Team Captain, 2015
        • Leukemia & Lymphoma Society, "Light The Night Walk at Siena College" Team Captain, 2015-present
        • Lustgarten Foundation, "Albany Capital District Walk for Pancreatic Cancer Research" Team Captain, 2015-present
        • Capital Region Chamber of Commerce, Ambassador Committee, 2017-2022

        Licenses
        • Series 7, General Securities Representative, 2011
        • Series 6, Investment Company and Variable Contracts Products Representative, 2008
        • Series 65, Investment Advisory Agent, 2011
        • Series 63, Uniform State Exam, 2008
        • NY State Life, Accident & Health Insurance License, 2007

         

          • SUNY Schenectady, Business Administration
          • Nyack College, Bachelor of Science degree in Organizational Management
          • Financial Paraplanner Qualified Professional™
          8 Southwoods Blvd
          Suite 207
          Albany, NY 12211
        • Rachel Quinn photo 2022

          Rachel Quinn

          Client Associate

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                  8 Southwoods Blvd
                  2nd Floor Suite 207
                  Albany, NY 12211
                • Carol Nieckarz photo

                  Carol Nieckarz

                  Client Associate

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                    Carol A. Nieckarz has been in the financial services industry 1997 - 2017, and 2022 to present. Carol is a magna cum laude graduate of Siena College, with a Bachelor of Arts degree in Business Administration/Accounting. 

                    Professional Experience

                    • Client Service Associate UBS Financial Services Inc. 2022- Present
                    • Vice President – Wealth Management UBS Financial Services Inc, Albany, NY April 2009 - 2017
                    • Citi-Smith Barney – Financial Advisor, Albany, NY September 1997- April 2009
                    • The Research Foundation of SUNY – Technical Project Manager, Albany, NY  June 1981 – July 1996

                    Accomplishments

                    • Women of Excellence Award - Capital Region Chamber of Commerce, 2014
                    • Women's Employment & Resource Center–Advancement of Women in the Workplace, 2011

                    Education

                    • Bachelor of Arts, 1997 – Siena College, Loudonville, NY

                    Personal & Community

                    • The Foundation for Ellis Medicine - Board of Directors/ Vice Chair, Governance / Finance Committee/Chair, Women's Night Out, 2009 & 2010
                    • Bellevue Women's Hospital - 75th Anniversary Gala Chair/ Board of Directors/ Finance Committee/ Women's Night Out Committee, 2006-2008
                    • Women's Employment & Resource Center – Board of Directors, 2007

                    Licenses

                    • Series 7 License - General Securities, 1997-2017
                    • Series 65 License - Investment Advisory Agent, 1997-2017
                    • Series 63 License - Uniform State Exam, 1997-2017
                    • Health & Life Insurance License, 1997 / Long Term Care Insurance License, 1997-2017

                     

                          8 Southwoods Blvd
                          2nd Floor Suite 207
                          Albany, NY 12211

                        The proof is in our numbers

                        60

                        Collective years of experience

                        33

                        Years in business as a team

                        Client relationships


                        Retirement planning

                        Retirement planning

                        Sustainable investing

                        The rising generation in a new world

                        The rising generation in a new world

                        Legacy—Wealth for others

                        For needs that go beyond your own—to help you improve the lives of others

                        What will your legacy be?
                        It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                        Learn more at ubs.com/wealthway.

                        Backed by the strength of UBS

                        A global leader in wealth management

                        $2.8 trillion

                        In invested assets globally 
                        As of 06/30/2022

                        More than 150 years

                        offering financial advice

                        #1

                        Serving the next generation

                        Euromoney Private Banking and Wealth Management Survey, 2020-2022

                        Insights