BIO

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Hi, I’m Trudy Quinto, President of Quinto Financial Services. I have over two decades of experience in investments, financial planning, and business & succession planning.

I work closely with local professionals to provide advice on tax and estate planning.

I am the former President and Chief Compliance Officer of an independent Registered Investment Advisor practice, and I also served as the President and Program Manager for a Broker Dealer.

I have been working with and serving for 10 years as Treasurer and a volunteer with the Board of Colonial CASA of Williamsburg, which provides court advocacy for abused and neglected children. Formerly, I served on the Northern Neck Audubon Society board as Treasurer for six years.

I hold a Chartered Financial Consultant (ChFC®) professional designation from The American College and obtained my Certificate in Financial Planning at Virginia Commonwealth University School of Business.

In addition, I hold the following licenses:

Series 7 – Full Registration / General Securities Representative

Series 65 – Uniform Investment Advisor License

Life, Accident / Health Insurance licenses in Virginia

I am excited about working with you and providing a financial plan to manage your life’s key priorities.