Financial planning and beyond

The Quinn Wealth Management Group

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.

  • Alissa Quinn

    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
    • TX
    • VA
    • VT

    Alissa Quinn has been in the financial services industry the last three decades. Quinn distinguishes herself with a strong work ethic and commitment to building relationships based on trust and professionalism. Most of all, she feels privileged to work with successful and satisfied clients, and knowing that in a meaningful way, she has helped contribute to their investment prosperity. Her motto is "People don't care how much you know, unless they know how much you care..."

    • Forbes/SHOOK Top Women Wealth Advisors, 2021, 2022
    • Union College, BS Economics / Engineering: 1980 - 1984
      Financial planning
      Long-term care planning
      Philanthropy
      Legacy planning
      Sustainable 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.

        • The University at Albany, Bachelor of Arts degree in Mathematics
        • The University at Albany, Masters of Business Administration
        • 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 graduate of SUNY Schenectady with a degree in Business Administration and a magna cum laude graduate from Nyack College, with a Bachelor of Science degree in Organizational Management. Ed joined The Quinn Wealth Management Group in October of 2016.  With over 20 years in the financial services industry, Ed's focus has been on exemplary 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.

         

          • SUNY Schenectady, Business Administration
          • Nyack College, Bachelor of Science degree in Organizational Management
            8 Southwoods Blvd
            Suite 207
            Albany, NY 12211

          The proof is in our numbers

          60

          Collective years of experience

          33

          Years in business as a team


          Retirement planning

          Retirement planning

          Sustainable investing

          The rising generation in a new world

          The rising generation in a new world

          Are you ready for anything?

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          Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

          Backed by the strength of UBS

          A global leader in wealth management

          $3.3 trillion

          In invested assets globally 
          As of 12/31/2021

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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