Jim Quinlan

‘

Role: Chief Financial Officer at Stonedam Financial Advisors
Location: West Chester, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jim Quinlan

A strategic thinker and accomplished business leader, who has helped build successful tax…

Experience

Chief Financial Officer
Stonedam Financial Advisors
Sep 2023 — Present

Education

Bucknell University
Bachelor of Science (BS), Business Administration and Management, General
1981 — 1985
Villanova University
Master of Business Administration - MBA, Finance, General
Villanova University
MBA, Finance
1986 — 1988
Bucknell University
Bachelor of Science - BS, Business Administration and Management, General

Skills

Strategic Financial Planning
Retirement
Portfolio Management
Asset Managment
Investment Advisory
Mutual Funds
Retirement Planning
Investments
Financial Advisory
Wealth Management
Insurance

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@stonedamfinancialadvisors.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Stonedam Financial Advisors

Financial Services · 5 employees · Founded 2009 · Rosemont, Pennsylvania, United States

Holistic Financial Planning and the Integration of Wealth Management Holistic Financial Planning is a shift from a focus on investment portfolios to a focus on creating a roadmap so that we can help you identify and meet your goals as your circumstances evolve and change. Wealth management is more than just investment advice. It can encompass all parts of a person’s financial life. Instead of attempting to integrate pieces of advice and various products from multiple professionals, you may be more likely to benefit from an integrated approach. In this method, we coordinate the services needed to manage clients’ assets as an integrated part of a strategic plan for your current and future needs. Disclosure: Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

stonedamfinancialadvisors.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.