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Joseph Q

Series 66

Dover, NH

Integrated Wealth Concepts LLC

Joseph Quinn Jr. is a financial advisor with Integrated Wealth Concepts LLC in Dover, NH, holding a Series 66 designation and 24 years of industry experience. He has worked at Lincoln Financial Advisors and LPL Financial and has been affiliated with Leone, McDonnell & Roberts, PA, a CPA firm, for over two decades. He serves as Vice President and a member of the Board of Directors at Exeter Country Club. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using a primarily long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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