Todd Quinn, MBA
VP, Senior Financial Planner
Todd is a senior financial planner with over 20 years of experience. Prior to his current role, Todd worked for several different distinguished firms and trust companies, where he refined his financial skill set. Todd provides investment solutions, advanced financial planning, and estate planning solutions for high-net-worth individuals and their families.
Todd has been in the wealth management industry since 2000. As a student of the market and having started his career during the dot-com bubble/crash, working through the "great recession' of 2008 and the Covid crisis of 2020 has shaped Todd's perspective on long-term planning. He has a deep conviction that people with plans make it, and those who don't, don't.