Quinn Michel

Quinn Michel joined Waverly Advisors in December of 2024 following the acquisition of Planning Capital Management by Waverly Advisors, LLC.  As an Associate Financial Planner at Waverly, Quinn brings over 5 years of experience in investment management and retirement planning. Quinn is passionate about assisting clients towards retirement. He strives to help clients feel heard and supported throughout their entire planning process. He especially loves hearing about all of the amazing worldwide adventures clients have as they navigate a successful retirement.

Quinn spends his free time exploring national parks, cooking, bowling, and preparing for the CFP® exam. He resides in West Chester, PA with his girlfriend, Molly, and their cat, Trixie.

Education

• Bachelor of Science in Finance and Economics, West Chester University of Pennsylvania

Professional Affiliations

•  Financial Planning Association of Philadelphia Tri-State Area

Ask Me About   

• eMoney and projections
• The importance of accurate information for planning