AeroLeads people directory · profile
Annie Mcquilken Email & Phone Number
Chief Financial Officer
at
Globe North, LLC
2 work emails found
@foreverfinancial.com
2 phones found area 585
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Fairport, New York, United States
Company size
Who is Annie Mcquilken? Overview
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Quick answer
Annie Mcquilken is listed as Chief Financial Officer at Globe North, LLC, a with 5 employees, based in Fairport, New York, United States. AeroLeads shows a work email signal at foreverfinancial.com, phone signal with area code 585, and a matched LinkedIn profile for Annie Mcquilken.
Annie Mcquilken previously worked as President, Financial Advisor at Forever Financial Advisors, Llc and Columnist at Napfa Advisor Magazine. Annie Mcquilken holds Bachelor Of Arts - Ba, Biopsychology from Swarthmore College.
Company email context
Email format at Globe North, LLC
This section adds company-level context without repeating Annie Mcquilken's masked contact details.
{first_initial}{last}@foreverfinancial.com
89% confidence
AeroLeads found 2 current-domain work email signals for Annie Mcquilken. Compare company email patterns before reaching out.
Profile bio
About Annie Mcquilken
Annie McQuilken, MS, CFP®, CFT™ is the founder and president of Forever Financial Advisors, LLC, a Certified Financial Planner, and a Certified Financial Therapist. Annie earned her bachelor's degree with distinction from Swarthmore College, earning membership in both Phi Beta Kappa and Sigma Xi. She received her Master's of Science degree in Financial Planning from the McCallum Graduate School of Business at Bentley University, and her Graduate Certificate in Financial Therapy from KSU. Annie is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the Financial Therapy Association (FTA), and a Registered Investment Advisor with the states of Massachusetts and New York. Annie has over 20 years experience in financial management, counseling, and education.Specialties: Intergenerational Wealth Transfer, College Planning, Special Needs Planning, Retirement Planning, Socially Responsible Investing, Financial Therapy
Listed skills include Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, and 21 others.
Current workplace
Annie Mcquilken's current company
Company context helps verify the profile and gives searchers a useful next step.
Globe North, Llc
6 roles
Annie Mcquilken work experience
A career timeline built from the work history available for this profile.
President, Financial Advisor
Chief Financial Officer
Columnist
Author of "The Efficient Planner", a regular column for other financial planning professionals
Jun 2007 - Jun 2010
Senior Database Administrator
Somatogen, Matchlogic, Excite!, Trueexchange
I served as database administrator/data architect for several start-up companies in biotechnology and internet services during the 1990s and early 2000s. Certified Oracle DBA. Managed a data department with several staff.
Jan 1993 - Dec 2004
Research Asssistant
Research Assistant in the lab of Jerome Kagan, Ph.D., studying child temperament.
Jul 1989 - Aug 1991
4 education records
Annie Mcquilken education
Bachelor Of Arts - Ba, Biopsychology
M.S., Financial Planning
Graduate Certificate, Financial Therapy
Ph.D. (Incomplete), Clinical Psychology
FAQ
Frequently asked questions about Annie Mcquilken
Quick answers generated from the profile data available on this page.
What company does Annie Mcquilken work for?
Annie Mcquilken works for Globe North, LLC.
What is Annie Mcquilken's role at Globe North, LLC?
Annie Mcquilken is listed as Chief Financial Officer at Globe North, LLC.
What is Annie Mcquilken's email address?
AeroLeads has found 2 work email signals at @foreverfinancial.com for Annie Mcquilken at Globe North, LLC.
What is Annie Mcquilken's phone number?
AeroLeads has found 2 phone signal(s) with area code 585 for Annie Mcquilken at Globe North, LLC.
Where is Annie Mcquilken based?
Annie Mcquilken is based in Fairport, New York, United States while working with Globe North, LLC.
What companies has Annie Mcquilken worked for?
Annie Mcquilken has worked for Globe North, Llc, Forever Financial Advisors, Llc, Napfa Advisor Magazine, Somatogen, Matchlogic, Excite!, Trueexchange, and Harvard University.
How can I contact Annie Mcquilken?
You can use AeroLeads to view verified contact signals for Annie Mcquilken at Globe North, LLC, including work email, phone, and LinkedIn data when available.
What schools did Annie Mcquilken attend?
Annie Mcquilken holds Bachelor Of Arts - Ba, Biopsychology from Swarthmore College.
What skills is Annie Mcquilken known for?
Annie Mcquilken is listed with skills including Retirement Planning, Strategic Financial Planning, Investments, Financial Advisory, Finance, Retirement, Personal Finance, and Estate Planning.
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