Theodore Quillen IV, CFP^®, AIF^® 

Since starting in the financial services industry over 20 years ago, Ted has been committed to assisting Clients in reaching their investment and retirement goals. Through his easygoing personality and a conservative approach, Ted focuses on wealth preservation and creation based on the individual needs of each client. Each goal is addressed by putting the client first and gathering as much information as possible to help make the best investment decisions. Ted’s goal is to forge a long-term relationship by making this sometimes-confusing journey a simple process, where your ideas and comfort level are always the most important.

Although he’s always had a passion for investments, after graduating from the State University of New York at Cortland, Ted became a middle school science teacher in Queens, New York. It was during this time that he decided to pursue his career in financial services and began working for T. Rowe Price in Owings Mills, Maryland. While at T. Rowe Price, Ted honed his investment knowledge and skills. This combination of teaching experience and financial knowledge allows Ted to clearly and concisely present ideas regarding finances, without all the financial services jargon.

Ted earned the CFP® certification from the CFP Board in 2015. The CFP® mark certifies that he has met the CFP Board’s requirements for education, examination, and experience. It also means that Ted abides by the CFP Board’s Code of Ethics.

Ted earned the AIF® designation from the Center for Fiduciary Studies in 2014. The AIF® designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Originally from the beautiful Finger Lakes region of Upstate New York, Ted lives in Chester County, Pennsylvania, with his wife, Kristin; son, Theo; and daughter, Caroline. During the summer months, Ted spends plenty of time trying to improve his golf game and his vegetable garden. Ted and his wife also enjoy traveling, and after several trips to Europe, including their honeymoon, make it a top destination. They also take an annual ski trip and have skied in Switzerland as well as domestically at Sun Valley, Breckenridge, Crested Butte, and Heavenly, to name a few. When Ted is indoors, he enjoys cooking, wine tasting, and watching Philadelphia sports.