Quinn McElwee Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Quinn McElwee Location
- Fort Collins, CO, US
Quinn McElwee Work
- Managing Director @ (November 2013 - Present)
- Senior Wealth Adviser @ (August 2013 - July 2019)
- Vice President, Senior Wealth Advisor @ Goldman Sachs Personal Financial Management (July 2019 - November 2023)
- Registered Representative @ (November 2017 - August 2020)
- Registered Representative @ Girard Securities (August 2013 - November 2017)
- Senior Financial Advisor @ (June 2007 - August 2013)
- Financial Advisor @ DA Davidson (January 2005 - January 2007)
Quinn McElwee Education
- Carroll College
Bachelor of Arts (B.A.) (Finance, General)
1997-2000 - FCHS
Quinn McElwee Skills
- Retirement Planning
- Asset Allocation
- Retirement
- Financial Modeling
- Financial Analysis
- 401k
- Bonds
- Mortgage Lending
- Forecasting
- CRPC
- FinLife
- Equity Compensation
- Employee Stock Options
- Certified Financial Planner
- CEP
Quinn McElwee Summary
- Quinn McElwee, based in Fort Collins, CO, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Quinn McElwee brings experience from previous roles at United Capital Financial Advisors, LLC, Goldman Sachs Personal Financial Management, Cetera Advisor Networks LLC and Girard Securities. Quinn McElwee holds a 1997 - 2000 Bachelor of Arts (B.A.) in Finance, General @ Carroll College. With a robust skill set that includes Retirement Planning, Asset Allocation, Retirement, Financial Modeling, Financial Analysis and more. Quinn McElwee has 2 emails and 1 mobile phone numbers on RocketReach.
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