Elizabeth Quillin

Elizabeth Quillin

Registered Client Associate

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location of Elizabeth QuillinGreater St. Louis

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  • Timeline

  • About me

    Leading advisor onboarding and transitions at &Partners

  • Education

    • Radford University

      1994 - 1998
      Bachelor of Business Administration (BBA) Finance, General

      Activities and Societies: Alpha Sigma Alpha

  • Experience

    • Smith Barney

      Nov 1999 - Nov 2003
      Registered Client Associate
    • Wachovia Corp

      Nov 2003 - Feb 2008
      • Integration Consultant

        Jun 2006 - Feb 2008
      • Equity Trader

        Nov 2003 - Jun 2006
    • Wells Fargo Advisors

      Feb 2008 - Sept 2020

      Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

      • Director of Internal Recruiting

        Jan 2015 - Sept 2020
      • Practices & Business Development Manager

        Feb 2008 - Dec 2014
    • Wells Fargo

      Sept 2020 - Jun 2023
      • Senior Vice President - Affluent Growth Field Support Leader

        Jul 2021 - Jun 2023
      • Senior Vice President - Field Effectiveness Leader, Branch Banking

        Sept 2020 - Jul 2021
    • &Partners

      Sept 2023 - now
      Partner

      At &Partners, I am an advisor transition leader and I am charged with preparing for and leading advisor practice onboarding. “Partner” is an organizational designation utilized by associates of &Partners, LLC who own non-voting shares of its parent company, Ampersand Partners LLC, and does not denote or indicate principal authority for &Partners, LLC or management authority for Ampersand Partners LLC.

  • Licenses & Certifications

    • Series 65

      FINRA
      Nov 2000
    • Series 63

      FINRA
      Aug 2000
    • Series 55

      FINRA
      Nov 2004
    • Series 7

      FINRA
      Jul 2000
    • Series 24

      FINRA
      Oct 2019