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
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
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
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
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
• UBS Financial Services, Inc. – Client Associate
Boston, MA, August 2022 – present
• 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
• Marketing Intern – NewStore, Inc.
Boston, MA – June 2018 – April 2019
• Professional Development Intern – Commonwealth Financial Network
Boston, MA June 2017 – December 2017
• Wealth Management Intern – UBS Financial Services
Albany, NY July 2016 – August 2016
Education
• Bachelor’s Degree in Business Administration / Marketing – Babson College, Wellesley, MA 2019
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
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
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
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
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
• UBS Financial Services, Inc. – Client Associate
Boston, MA, August 2022 – present
• 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
• Marketing Intern – NewStore, Inc.
Boston, MA – June 2018 – April 2019
• Professional Development Intern – Commonwealth Financial Network
Boston, MA June 2017 – December 2017
• Wealth Management Intern – UBS Financial Services
Albany, NY July 2016 – August 2016
Education
• Bachelor’s Degree in Business Administration / Marketing – Babson College, Wellesley, MA 2019
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
Are you ready for a retirement that could span 30 years or more? What’s the right plan to help make sure your retirement funds last? The longer you spend in retirement, the greater the impact these decisions can have. Our team will work with you to help preserve your lifestyle and livelihood in retirement by understanding your goals, risk and time horizon.
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.
$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
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