John Quattlebaum Location
Durham, NC, US
John Quattlebaum Work
- 2019 - now Managing Member @ A2Q Financial Planning, LLC
- 2017 - 2018 Financial Representative @ First Financial Group
- 2014 - 2017 Wealth Planning Strategist @ Wells Fargo
- 2007 - 2014 Vice-President, Wealth Planner @ Wells Fargo
- 2005 - 2007 Senior Associate Tax and Financial Planning @ PwC
- 2001 - 2003 Senior Accountant @ Human Rights Campaign
John Quattlebaum Education
- Bentley University
Master of Science in Financial Planning (MSFP) (Financial Planning)
2011 - 2013 - Bentley University - McCallum Graduate School of Business
MBA (Financial Planning)
2003 - 2005 - Duke University
Bachelor of Arts (German Language and Literature)
1989 - 1992
- Deerfield Academy1987 - 1988
- Christ Church Episcopal School1980 - 1987
John Quattlebaum Skills
- Estate Planning
- Strategic Financial Planning
- Wealth
- High Net Worth Individuals
- Wealth Management
- Retirement Planning
- Financial Services
- Financial Planners
- Retirement
- Wealth Management Services
John Quattlebaum Summary
John Quattlebaum, based in Durham, NC, US, is currently a Managing Member at A2Q Financial Planning, LLC. John Quattlebaum brings experience from previous roles at First Financial Group (FFG), Wells Fargo and PricewaterhouseCoopers. John Quattlebaum holds a 2011 - 2013 Master of Science in Financial Planning (MSFP) in Financial Planning @ Bentley University. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Wealth, High Net Worth Individuals, Wealth Management and more. John Quattlebaum has 1 emails and 1 mobile phone numbers on RocketReach.
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