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  2. Randall McQuin

Randall McQuin

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Randall McQuin, JD, CFP®
Director of Advanced Planning
Phone: 
(703) 205-0304

With my background in estate and tax law and in financial planning, I have worked with numerous financial professionals and their clients on tax, insurance law, and trust matters for more than a quarter century.  Since 1993 I have had the pleasure of working collaboratively with clients and their advisors, accountants and legal counsel in creating plans that address key business and personal goals and objectives.

  • BMus - The University of Kansas
  • JD  - University of Kansas School of Law
  • CFP®  - College for Financial Planning

 

In addition, I hold a certificate from the Notre Dame University Law School Tax and Estate Planning Institute, and I am a member of the Bar of the State of Kansas and admitted to practice before the Federal Courts of the United States. I have been accredited as an instructor for continuing education for insurance professionals in Maryland and Virginia, and I have lectured on capital development at The George Washington University, the Smithsonian Institution, and the Oregon Bankers’ Association.

Randall McQuin, in his capacity with Equitable Advisors, provides support for members of Ascend Planning & Consulting, LLC.

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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