Quinn SchneiderQuinn Schneider, FPQP®
Firm Operations Senior Associate

Quinn is a member of the Beacon Pointe Client Service and Operations Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to Beacon Pointe, Quinn was the Compliance & Trading Associate for Altavista Wealth Management, which joined Beacon Pointe in 2022. After graduating from University of North Carolina – Asheville with a bachelor’s degree in Management, Quinn has completed the Investment Adviser Core Compliance Program through NRS and passed her Series 65. Additionally, she is a Financial Paraplanner Qualified Professional® (FPQP®). In her spare time, you can find Quinn exploring Charlotte or traveling somewhere new.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...