Quentin Heffron

Background

About Quentin Heffron

My passion is helping my clients navigate the complicated subject of Investing and Planning strategies. I take a lot of pride in making sure my clients receive excellent service and well thought out advice. My work tends to be very analytical, strategic, and creative when it comes to building a well-diversified portfolio. I love what I do. I have the opportunity to work with incredible people every day to help them achieve their financial goals which in turn helps them work toward their life goals; what a gratifying feeling. I've made a lot of good friends along the way as well. My team's top priority is to always put our client's interests first. We work mostly with affluent investors and their families. This includes both retired and pre-retired individuals. We also work with many small business owners and their retirements needs. My process when working with my clients involves: 1) Establishing Objectives 2) Setting Strategy or Risk 3) Implementing Strategies 4) Reviewing the Progress What my team and I bring to each client relationship is our collective educations, advanced training, and commitment to professionalism. My team's goal is to bring our energy, passion, and dedication to help our clients succeed financially. This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only. CA Insurance Producer License # 0I46117. Resident State: NM Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social