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Quantum Financial Advisors Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Quantum Financial Advisors is a financial services firm based in Rockville, Maryland, dedicated to helping clients improve long-term financial outcomes through personalized service and professional expertise. The firm emphasizes aligning personal and business financial needs, offering guidance to business owners who may lack time for comprehensive planning and balance personal and professional financial goals. Its approach centers on understanding clients’ perspectives and making investment recommendations tailored to individual circumstances, with an emphasis on building personal relationships with investment professionals. The company operates within the financial services industry and serves a local market, providing a structured offering that integrates both business and personal financial considerations.

Find Quantum Financial Advisors employees' phone numbers or email addresses

Quantum Financial Advisors Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Europe
2

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  • Switzerland
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Quantum Financial Advisors's Leadership

  • Stylized image of a person
    J. R.
    President, Cfo & Cio
  • Stylized image of a person
    R. J.
    Senior Managing Director
  • Stylized image of a person
    H. L.

Quantum Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Other
  • Community & Social Services
  • Analytics

Contact profiles from Quantum Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    President, Cfo & Cio
    Aug 19, 2026
  • Stylized image of a person
    R. J.
    Senior Managing Director
  • Stylized image of a person
    H. L.
    United KingdomEngland
    Feb 20, 2024

Frequently Asked Questions

What is Quantum Financial Advisors known for?

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Quantum Financial Advisors was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Quantum Financial Advisors's company overview page for more information.

What is Quantum Financial Advisors's most common email format?

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Quantum Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Quantum Financial Advisors email formats with LeadIQ.

How many employees does Quantum Financial Advisors have currently?

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Quantum Financial Advisors has approximately 41 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Quantum Financial Advisors's key employees and leadership?

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As of August 2026, Quantum Financial Advisors's key employees include:

  • President, Cfo & Cio: J. R.
  • Senior Managing Director: R. J.
  • : H. L.

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