John Quattlebaum Email & Phone Number
Founder and Financial Planner @ A2Q Financial Planning, LLC
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John Quattlebaum Location
- Durham, NC, US
John Quattlebaum Work
- 2019 -now Founder and Financial Planner @
- 2019 -now Managing Member @
- 2017 -2018 Financial Representative @
- 2014 -2017 Wealth Planning Strategist @
- 2007 -2014 Vice-President, Wealth Planner @
- 2005 -2007 Senior Associate Tax and Financial Planning @
- 2001 -2003 Senior Accountant @
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 Academy 1987-1988
- Christ Church Episcopal School 1980-1987
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
- Trusts
- Estate Tax Planning
- Asset Allocation
- Tax
- Small Business
- Financial Planning
- Investments
- Accounting
- Management
- Finance
- Certified Financial Planner
- Holistic Financial Planning
- Customer Service
- Strategy
- Planning
- PowerPoint
- Sales
- Microsoft Word
- Pfs
- Strategic Planning
- CPA
- Marketing
John Quattlebaum Summary
- John Quattlebaum, based in Durham, NC, US, is currently a Founder and Financial Planner at A2Q Financial Planning, LLC. John Quattlebaum brings experience from previous roles at A2Q Financial Planning, LLC, First Financial Group (FFG) and Wells Fargo. 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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