60
Collective years of experience
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.
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.
CA Insurance License #0G54364
Alissa Quinn has been a 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 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
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. 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: https://www.ubs.com/us/en/designation-disclosures
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
Education
Personal & Community
Licenses
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
Education
Personal & Community
Licenses
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science degree 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. Rachel will bring that same 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 very best planning and investment experience to our clients. She will also focus on expanding our outreach to the next generation of our client families. Rachel shares her team’s commitment to community reinvestment and making a positive impact in our communities, and actively volunteers for several not-for-profit organizations, including the Greater Boston Food Bank, American Red Cross, and Boston Cares.
Professional Experience
Education
Licenses
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
Accomplishments
Education
Personal & Community
Licenses
CA Insurance License #0G54364
Alissa Quinn has been a 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 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
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. 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: https://www.ubs.com/us/en/designation-disclosures
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
Education
Personal & Community
Licenses
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
Education
Personal & Community
Licenses
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science degree 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. Rachel will bring that same 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 very best planning and investment experience to our clients. She will also focus on expanding our outreach to the next generation of our client families. Rachel shares her team’s commitment to community reinvestment and making a positive impact in our communities, and actively volunteers for several not-for-profit organizations, including the Greater Boston Food Bank, American Red Cross, and Boston Cares.
Professional Experience
Education
Licenses
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
Accomplishments
Education
Personal & Community
Licenses
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
60
Collective years of experience
33
Years in business as a team
Client relationships
Watch our latest House View livestream featuring Leslie Falconio, Head of Taxable Fixed Income Strategy and Nadia Lovell, Senior US Equity Strategist.
03 Aug 2023
How can we make the world a better place by 2030? Your values define you. But do your investments reflect who you are? Discover three ways to invest toward the UN’s 17 Sustainable Development Goals.
When your career is on the rise, financial advice really matters. We can help you develop a financial plan to maintain your current lifestyle, prepare for your future and leave a legacy that matters and can change the world. Over time, we will stay by your side and help you make smart choices.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
More than 150 years
offering financial advice
#1
Serving the next generation
Euromoney Private Banking and Wealth Management Survey, 2020-2022
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