An experienced and committed team

The Quinn Wealth Management Group, entrusted Financial Advisors, offer investment counsel based on over three decades of experience, research and hard work. They spend time to understand your financial concerns, hopes and dreams, working in partnership with you to develop a customized financial program appropriate for your individual goals and objectives. Supported by the strength of their firm, The Quinn Wealth Management Group works for the benefit of clients to plan a finely disciplined personal investment program. "We work with each investor as an individual with individual needs".

Alissa Quinn

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

  • 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

Accomplishments

  • Forbes America’s Top Women Wealth Advisors, 2021

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.

  • Forbes Best-in-State Women Wealth Advisors, 2021, 2022, 2023

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

Registered States:
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • PA
  • TX
  • VA
  • VT

Recognized as an industry leader:

  • 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 Best-in-State Women Wealth Advisors, 2021, 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.

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

  • Union College, Bachelor of Science Economics & Engineering: 1980 - 1984

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

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Susan Brown, CRPC

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

  • 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

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

Education

  • The University at Albany, Bachelor of Arts degree in Mathematics
  • The University at Albany, Masters of Business Administration

Credentials

  • Chartered Retirement Planning Counselor
8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Edward Piotrowski

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

  • 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

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

Education

  • SUNY Schenectady, Business Administration
  • Nyack College, Bachelor of Science degree in Organizational Management

Credentials

  • Financial Paraplanner Qualified Professional™
8 Southwoods Blvd
Suite 207
Albany, NY 12211

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Rachel Quinn

Financial Advisor

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

Education

  • Babson College, Bachelor of Science in Business Administration: 2015 - 2019
8 Southwoods Blvd
2nd Floor Suite 207
Albany, NY 12211

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Carol Nieckarz

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

  • 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

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

 

Education

  • Siena College, Bachelor of Arts: 1994 - 1997
8 Southwoods Blvd
2nd Floor Suite 207
Albany, NY 12211

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