James Quillen Email & Phone Number
Senior Vice President, Division Investment Director, Truist Wealth @ Truist Wealth
James Quillen's Location
Doylestown, Pennsylvania, United States
James Quillen's Work
- Senior Vice President, Division Investment Director, Truist Wealth @ Truist Wealth
- Senior Vice President, Regional Director of Portfolio Management @ BB&T
- Regional Wealth Management Executive @ Susquehanna Bank
- Managing Director - Planning and Fiduciary Services @ Graystone Wealth Management
- Managing Director @ Millennium Wealth Management
- Financial Planner @ Vanguard
James Quillen's Education
- Penn State
Bachelor Of Science
James Quillen's Skills
- Retirement Planning
- Financial Planners
- Estate Planning
- Wealth Management
- Investments
- Investment Management
- Insurance
- Trust Services
- Banking
- Portfolio Management
James Quillen's Summary
James Quillen, based in Doylestown, Pennsylvania, United States, is currently a Senior Vice President, Division Investment Director, Truist Wealth at Truist Wealth, bringing experience from previous roles at Bb&t, Susquehanna Bank, Graystone Wealth Management and Millennium Wealth Management. James Quillen holds a Bachelor Of Science @ Penn State. With a robust skill set that includes Retirement Planning, Financial Planners, Estate Planning, Wealth Management, Investments and more, James Quillen contributes valuable insights to the industry. James Quillen has 1 email on RocketReach.
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