Neil Quinlan, Cfp®, Pmp
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Neil Quinlan, Cfp®, Pmp Email & Phone Number

Partner and Financial Planner and Head of Operations at Cerity Partners
Location: Louisville, Kentucky, United States 11 work roles 1 school
1 work email found @ceritypartners.com 11 phones found area 502 and 910 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 11 phones

Work email n****@ceritypartners.com
Direct phone (502) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cerity Partners
Role
Partner and Financial Planner and Head of Operations
Location
Louisville, Kentucky, United States
Company size
1282 employees

Who is Neil Quinlan, Cfp®, Pmp? Overview

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Quick answer

Neil Quinlan, Cfp®, Pmp is listed as Partner and Financial Planner and Head of Operations at Cerity Partners, a company with 1282 employees, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 502, 910, and a matched LinkedIn profile for Neil Quinlan, Cfp®, Pmp.

Neil Quinlan, Cfp®, Pmp previously worked as Partner/Financial Planner/ Head of Operations at Cerity Partners and President/ Financial Planner at Argi Financial Group. Neil Quinlan, Cfp®, Pmp holds Bs from James Madison University.

Company email context

Email format at Cerity Partners

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*@ceritypartners.com
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AeroLeads found 1 current-domain work email signal for Neil Quinlan, Cfp®, Pmp. Compare company email patterns before reaching out.

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Profile bio

About Neil Quinlan, Cfp®, Pmp

Neil Quinlan, Cfp®, Pmp is a Partner and Financial Planner and Head of Operations at Cerity Partners. He possess expertise in financial planning, retirement planning, small business, wealth management, asset management and 3 more skills.

Listed skills include Financial Planning, Retirement Planning, Small Business, Wealth Management, and 4 others.

Current workplace

Neil Quinlan, Cfp®, Pmp's current company

Company context helps verify the profile and gives searchers a useful next step.

Cerity Partners
Cerity Partners
Partner and Financial Planner and Head of Operations
Louisville, KY, US
Website
ceritypartners.com
Employees
1282
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Company profile
View company profile Email format
11 roles

Neil Quinlan, Cfp®, Pmp work experience

A career timeline built from the work history available for this profile.

Partner And Financial Planner And Head Of Operations

Cerity Partners

Louisville, KY, US

Partner/Financial Planner/ Head Of Operations

Current
Cerity Partners

Louisville, KY

Jan 2023 - Present

President/ Financial Planner

Current
Argi Financial Group

Louisville, KY

Responsible for training and resourcing over 270 employees across 9 branch locations, including over 170 financial professionals throughout all of ARGI's affiliate companies. ARGI Investment Services, LLC manages over $4.5 Billion in Assets Under Management (AUM), servicing clients in all 50 states and across 4 continents.

Dec 2017 - Present

Senior Financial Advisor

Argi Financial Group

Louisville, Kentucky, United States

May 2011 - Dec 2017

President/ Financial Planner

Argi Financial Group

Louisville, KY

Responsible for training and resourcing over 270 employees across 9 branch locations, including over 170 financial professionals throughout all of ARGI's affiliate companies. ARGI Investment Services, LLC manages over $4.5 Billion in Assets Under Management (AUM), servicing clients in all 50 states and across 4 continents.

May 2006 - Jan 2023

Financial Advisor

Smith Barney

Louisville, KY

Provide financial instruments and advise to clients.

Sep 2004 - May 2006

Operational Support Officer

Us Army

Fort Knox, Kentucky, United States

Operations Officer, Center for Accessions ResearchSupported group of civilian and military research professions that conduct intelligence efforts, research, studies, assessments and analysis to support improved accessions operations and to inform accessions related decisions.

Sep 2003 - Oct 2004

Special Forces Officer

3Rd Special Forces Group (Airborne) - Us Army

Ft. Bragg, NC

Completed Special Forces Assessment and Selection, Armor Officer Advance Course, Special Forces Qualification Course, Arabic Language Course, SERE, Military Freefall.Team Leader Operational Detachment- A 374; 3rd Battalion, 3rd Special Forces GroupDeployed to Operation Iraqi Freedom- Erbile and Mosul IraqDeployed to Operation Desert Spring, KuwaitJoint.

Oct 1999 - Sep 2003

Aide-De-Camp

Us Army

Ft. Bragg, NC

Supported Chief of Staff, XVIII Airborne CorpsDeployed to Kuwait in support of military operations; Camp Doha

Jul 1998 - Nov 1999

Platoon Leader/ Executive Officer

Us Army

Ft. Bragg, NC

Completed Engineer Officer Basic Course and Ranger SchoolTopographic Engineer Platoon Leader in 100th EN Company- Terrain analysis provided to Theater Level AssetsTopographic Engineer Platoon leader, 175th EN Company- Terrian analysis support to XVIII Airborne Corps Executive Officer, 175th EN Company- Ensure readiness of company to support Corps missions

May 1995 - Jul 1998
Team & coworkers

Colleagues at Cerity Partners

Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →

MC Matthew Comfort Matthew Comfort Colleague at Cerity Partners Shepherdsville, Kentucky, United States, United States View → CC Ciara C. Colón Ciara C. Colón Colleague at Cerity Partners New York City Metropolitan Area, United States View → BS Bette Sulzer Bette Sulzer Colleague at Cerity Partners Cleveland, Ohio, United States, United States View → TB Tom Batsaihan Tom Batsaihan Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → DC Dylan Cooper, Cfp® Dylan Cooper, Cfp® Colleague at Cerity Partners Saratoga Springs, New York, United States, United States View → WR William Rohr William Rohr Colleague at Cerity Partners New York, New York, United States, United States View → SW Steve Walker Steve Walker Colleague at Cerity Partners Irvine, California, United States, United States View → CP Connor Powell, Cpa, Mba Connor Powell, Cpa, Mba Colleague at Cerity Partners Louisville, Kentucky, United States, United States View → JS Jaden Schlosser Jaden Schlosser Colleague at Cerity Partners Oxford, Ohio, United States, United States View → OM Owen Morrow Owen Morrow Colleague at Cerity Partners Cleveland, Ohio, United States, United States View →
1 education record

Neil Quinlan, Cfp®, Pmp education

FAQ

Frequently asked questions about Neil Quinlan, Cfp®, Pmp

Quick answers generated from the profile data available on this page.

What company does Neil Quinlan, Cfp®, Pmp work for?

Neil Quinlan, Cfp®, Pmp works for Cerity Partners.

What is Neil Quinlan, Cfp®, Pmp's role at Cerity Partners?

Neil Quinlan, Cfp®, Pmp is listed as Partner and Financial Planner and Head of Operations at Cerity Partners.

What is Neil Quinlan, Cfp®, Pmp's email address?

AeroLeads has found 1 work email signal at @ceritypartners.com for Neil Quinlan, Cfp®, Pmp at Cerity Partners.

What is Neil Quinlan, Cfp®, Pmp's phone number?

AeroLeads has found 11 phone signal(s) with area code 502, 910 for Neil Quinlan, Cfp®, Pmp at Cerity Partners.

Where is Neil Quinlan, Cfp®, Pmp based?

Neil Quinlan, Cfp®, Pmp is based in Louisville, Kentucky, United States while working with Cerity Partners.

What companies has Neil Quinlan, Cfp®, Pmp worked for?

Neil Quinlan, Cfp®, Pmp has worked for Cerity Partners, Argi Financial Group, Smith Barney, Us Army, and 3Rd Special Forces Group (Airborne) - Us Army.

Who are Neil Quinlan, Cfp®, Pmp's colleagues at Cerity Partners?

Neil Quinlan, Cfp®, Pmp's colleagues at Cerity Partners include Matthew Comfort, Ciara C. Colón, Bette Sulzer, Tom Batsaihan, and Dylan Cooper, Cfp®.

How can I contact Neil Quinlan, Cfp®, Pmp?

You can use AeroLeads to view verified contact signals for Neil Quinlan, Cfp®, Pmp at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Neil Quinlan, Cfp®, Pmp attend?

Neil Quinlan, Cfp®, Pmp holds Bs from James Madison University.

What skills is Neil Quinlan, Cfp®, Pmp known for?

Neil Quinlan, Cfp®, Pmp is listed with skills including Financial Planning, Retirement Planning, Small Business, Wealth Management, Asset Management, Estate Planning, Executive Benefits, and Military Decision Making Process.

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