An experienced and committed team

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

• Client Service 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

Accomplishments

• Women of Excellence Award - Capital Region Chamber of Commerce, 2014
• Women's Employment & Resource Center–Advancement of Women in the Workplace, 2011

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, 2007

Licenses

• Series 7 License - General Securities, 1997-2017
• Series 65 License - Investment Advisory Agent, 1997-2017
• Series 63 License - Uniform State Exam, 1997-2017
• Health & Life Insurance License, 1997 / Long Term Care Insurance License, 1997-2017