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
    • CT
    • DE
    • FL
    • GA
    • IA
    • IL
    • KY
    • MA
    • MD
    • ME
    • MN
    • NC
    • NH
    • NJ
    • NY
    • PA
    • TX
    • VA
    • VT
    • WA

    CA Insurance License #0G54364

    Alissa Quinn has been in the financial services industry for over 35 years, since 1987. Alissa distinguishes herself with a commitment to building relationships based on trust and professionalism. Most of all, she feels privileged to work with successful and satisfied clients, knowing she has helped contribute to their investment prosperity. She operates by the motto, "People don't care how much you know, unless they know how much you care..." Alissa grew The Quinn Wealth Management Group to support people in her community and across the United States. Alissa takes the time to understand her client’s needs, wants and wishes to help them achieve their goals. Alissa and her team focus on the financial journey of their client’s so their clients can focus on living their lives to the fullest.

    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 

    Education

    • Bachelor of Science in Economics & Engineering, Union College, 1984

    Industry Recognition

    • Forbes America’s Top Women Wealth Advisors Best-In-State, 2024

    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.

    Licenses

    • Series 7, General Securities Representative, 1987
    • Series 65, Investment Advisory Agent, 1987
    • Series 63, Uniform State Exam, 1987
    • Series 3, National Commodity Futures, 1987
    • Health & Life Insurance, 1987 / Long Term Care Insurance, 1996
    • 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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
      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
      alissa.quinn@ubs.com
      Alissa Quinn
      8 Southwoods Blvd,Albany,NY,12211
    • Susan Brown

      Susan Brown, CRPC

      Senior Wealth Strategy Associate

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

      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 portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the 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
        • Chartered Retirement Planning Counselor
        8 Southwoods Blvd
        Suite 207
        Albany, NY 12211
        susan.m.brown@ubs.com
        Susan Brown, CRPC
        8 Southwoods Blvd,Albany,NY,12211
      • Edward Piotrowski

        Edward Piotrowski

        Senior Client Associate

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

        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

        • UBS Financial Services, Inc. – Senior Registered Client 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 Professional™, 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
          edward.piotrowski@ubs.com
          Edward Piotrowski
          8 Southwoods Blvd,Albany,NY,12211
        • Rachel Quinn photo 2022

          Rachel Quinn

          Financial Advisor

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          • CA
          • CO
          • DE
          • FL
          • GA
          • IA
          • IL
          • KY
          • MA
          • MD
          • ME
          • MN
          • NC
          • NH
          • NJ
          • NY
          • PA
          • RI
          • TN
          • WA

          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

          • UBS Financial Services, Inc. – Financial Advisor, Boston, MA March 2023 – present
            • Customer Service Associate, Boston, MA August 2022 - March 2023.
          • Vision Government Solutions – Director Sales and Marketing; Senior Manager, Sales and Marketing; Senior Associate, Sales and Marketing; Corporate Strategy and Marketing Associate Hudson, MA, June 2019 – April 2022
          • Newstore Inc. - Marketing Intern, Boston, MA - June 2018 – April 2019
          • Commonwealth Financial Network Boston - Professional Development Intern Waltham, MA June 2017 – December 2017
          • UBS Financial Services - Wealth Management Intern, Albany, NY July 2016 – August 2016

          Education

          • Bachelor of Science in Business Administration – Babson College, Wellesley, MA 2019

          Licenses

          • Series 7, General Securities Representative, 2023
          • Series 66, Investment Advisor Representative & Uniform Securities State Agent, 2023
          • Massachusetts Health Insurance & Massachusetts Life Insurance, 2023

          Personal & Community

          • American Red Cross volunteer, 2022 – present
          • Peer Mentor Babson College, Wellesley, MA, June 2016 – May 2019

            • Babson College, Bachelor of Science in Business Administration: 2015 - 2019
              8 Southwoods Blvd
              2nd Floor Suite 207
              Albany, NY 12211
              rachel.quinn@ubs.com
              Rachel Quinn
              8 Southwoods Blvd,Albany,NY,12211
            • Carol Nieckarz photo

              Carol Nieckarz

              Client Associate

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                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

                • Client 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

                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, Jan 2007-Dec 2007

                 

                  • Siena College, Bachelor of Arts: 1994 - 1997
                    8 Southwoods Blvd
                    2nd Floor Suite 207
                    Albany, NY 12211
                    carol.a.nieckarz@ubs.com
                    Carol Nieckarz
                    8 Southwoods Blvd,Albany,NY,12211

                  The proof is in our numbers

                  60

                  Collective years of experience

                  33

                  Years in business as a team

                  Client relationships


                  Outlook on interest rates

                  Sustainable investing

                  The rising generation in a new world

                  The rising generation in a new world

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

                  Download the report

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  More than 160 years

                  offering financial advice

                  Insights