AeroLeads people directory · profile
Theodore Quillen, Cfp® Email & Phone Number
Managing Partner, Financial Advisor
at
Haven Private Wealth
1 work email found
@wsfsbank.com
2 phones found area 302
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Partner, Financial Advisor
Location
Wilmington, Delaware, United States
Who is Theodore Quillen, Cfp®? Overview
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Quick answer
Theodore Quillen, Cfp® is listed as Managing Partner, Financial Advisor at Haven Private Wealth, based in Wilmington, Delaware, United States. AeroLeads shows a work email signal at wsfsbank.com, phone signal with area code 302, and a matched LinkedIn profile for Theodore Quillen, Cfp®.
Theodore Quillen, Cfp® previously worked as Director of Wealth Investments at Wsfs Bank and Financial Advisor at Wsfs Wealth Investments.
Company email context
Email format at Haven Private Wealth
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*@wsfsbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Theodore Quillen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Theodore Quillen, Cfp®
Theodore Quillen, Cfp® is a Managing Partner, Financial Advisor at Haven Private Wealth. He possess expertise in responsibility, consultative selling, .net, banking, schools and 48 more skills.
Listed skills include Responsibility, Consultative Selling, .Net, Banking, and 49 others.
Current workplace
Theodore Quillen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Haven Private Wealth
Website
AeroLeads page
6 roles
Theodore Quillen, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Wealth Investments
Financial Advisor
The financial advisors of WSFS Wealth Investments offer securities and advisory services through Commonwealth Financial Network®, Member FINRA.org/SIPC.org, a Registered Investment Adviser. WSFS Bank and WSFS Wealth Investments are not registered as a broker-dealer or Registered Investment Adviser. WSFS Bank and Commonwealth are separate and unaffiliated entities. Fixed Insurance products and services are offered through CES Insurance Agency.INVESTMENTS ARE NOT INSURED BY THE FDIC AND ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF, OR GUARANTEED BY, ANY DEPOSITORY INSTITUTION. FUNDS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL INVESTMENT.This communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, MD, MI, NC, NJ, NY, OH, PA, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.5803 Kennett Pike, Suite DWilmington, DE 19807www.wsfsinvestments.comPlease review our Terms of Use here: www.commonwealth.com/termsofuse.html
Market Sales Manager
Jul 2013 - Jan 2017
Relationship Manager
May 2006 - Dec 2007
Investment Specialist
Feb 2004 - May 2006
FAQ
Frequently asked questions about Theodore Quillen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Theodore Quillen, Cfp® work for?
Theodore Quillen, Cfp® works for Haven Private Wealth.
What is Theodore Quillen, Cfp®'s role at Haven Private Wealth?
Theodore Quillen, Cfp® is listed as Managing Partner, Financial Advisor at Haven Private Wealth.
What is Theodore Quillen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wsfsbank.com for Theodore Quillen, Cfp® at Haven Private Wealth.
What is Theodore Quillen, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 302 for Theodore Quillen, Cfp® at Haven Private Wealth.
Where is Theodore Quillen, Cfp® based?
Theodore Quillen, Cfp® is based in Wilmington, Delaware, United States while working with Haven Private Wealth.
What companies has Theodore Quillen, Cfp® worked for?
Theodore Quillen, Cfp® has worked for Haven Private Wealth, Wsfs Bank, Wsfs Wealth Investments, E*Trade Financial, and T. Rowe Price.
How can I contact Theodore Quillen, Cfp®?
You can use AeroLeads to view verified contact signals for Theodore Quillen, Cfp® at Haven Private Wealth, including work email, phone, and LinkedIn data when available.
What skills is Theodore Quillen, Cfp® known for?
Theodore Quillen, Cfp® is listed with skills including Responsibility, Consultative Selling, .Net, Banking, Schools, Market, Quarter, and Nasd.
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