Senior Vice President–Wealth Management
Financial Advisor
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.
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 ubs.com/us/en/designation-disclosures
Recognized as an industry leader:
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
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
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
Education
Credentials
Senior Client Associate
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
Education
Credentials
Financial Advisor
Education
Client Associate
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
Education
Personal & Community
Education