Brian Quinn - Financial – Investments

Member Profile

Member Bio

Securities offered through LPL Financial, A Registered Investment Advisor, Member FINRA, SIPC www.finra.org, www.sipc.org.

    Contact Info
  • Phone: 770-353-6304
  • Team: Roswell 400
  • Introduced by Ben Clark
  • Joined on 1/9/2020

Recent Comment

Compare Value

As a Financial Planner, I guide people age 50 and older towards a work optional phase of life.

In order to add value, I spend time up front learning about my clients and what they value. They must be engaged in the process to make it work.

We’ve developed and refined a process for putting all of the pieces of the risk and financial management puzzles together. This process assumes a retiree will see many market pullbacks pre and post retirement. Having a process to navigate them is key.

Visitor and Mentor Coordinator would both be positions to utilize my experience as a guide and financial coach.

Awards & Recognition

Leadership
  • VisitorCoOrdinator
Development
  • Orientation
  • InfoMinute Seminar

Company Profile

Company Profile

I primarily work with professionals, who among other things, want to attain a work optional lifestyle.

We’ve developed and refined a process that puts all of the pieces of the financial and risk management puzzles together.

    Company Contact Info
    Searcy, Weems-Scott & Quinn
  • 200 Ashford Center North
  • Suite 400
  • Atlanta, Georgia
  • 30338
  • Phone: 770-353-6304
  • Website: http://www.planforretirement.com/

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