Jaime Quiros (CFP®)
Jaime Quiros focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Professional Athletes or Entertainers
- Socially Responsible Investments
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Professional Athletes or Entertainers
- Socially Responsible Investments
Planning Specialties
Jaime enjoys working with clients through their unique planning issues and their investment needs. Jaime’s previous experience includes time working on Wall Street as a trader as well as time working in multiple other market capacities including: market making, portfolio management, and private client lending.
Jaime graduated from Boston College, where he was a walk-on pitcher for the school’s baseball team; he was an academic scholarship recipient and earned a Bachelor of Arts degree in economics.
A former pro-baseball player, Jaime is originally from Panama, and presently resides in Rockville, MD with his growing family.
NAPFA Start Date
November 21, 2014
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