Quentin J. Heffron
Senior Financial Advisor
Managing Director - Investments
Senior PIM Portfolio Manager
Background and Experience
I began my career in financial services with A.G. Edwards in 1998, which later became Wells Fargo Advisors. I hold a Bachelor’s Degree in Business Administration with a concentration in Financial Management from the University of New Mexico, and in 2002 I earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning.
Throughout my career, I have been recognized for both performance and client service. I was named a member of the Platinum Council in 2011–2012 and continuously from 2014 through 2026. In addition, I have been recognized as one of Barron’s Top 1,200 Financial Advisors in 2023 and 2025, and Barron’s Top 1,500 Financial Advisors in 2026.
More recently, my team was honored as a Forbes Best-in-State Wealth Management Team in 2025 and 2026, and I have been named to the Forbes Best-in-State Wealth Advisors list for eight consecutive years (2019–2026).
Helping You Reach Your Financial Goals
My approach is centered on understanding each client’s unique goals, values, and financial circumstances. I develop tailored strategies designed to support long-term success, with a focus on wealth accumulation, preservation, and transfer.
Achieving meaningful financial results requires more than a one-time plan—it demands a disciplined, ongoing process. As life evolves, so should your investment strategy. I work closely with clients over time to help ensure their portfolios remain aligned with their objectives, adapting thoughtfully as circumstances change.
I am supported by a dedicated team that includes Client Associates Nahlin Yanez and Chad Jaramillo, along with Registered Client Associate Scott Desmarais. Together, they bring over 25 years of combined financial services experience, serving clients across the United States with personalized attention and a commitment to excellence.
CA Insurance License Number: 0I46117 Resident State: NM
2024-2026 – The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from previous year, and professionalism.
2011-2012 and 2014-2023 – The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View Award Disclosures
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. View Award Disclosures
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com). The Barron's Top 1,500 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. View Award Disclosures
Senior Financial Advisor
Managing Director - Investments
Senior PIM Portfolio Manager
Born and raised in Albuquerque, Scott graduated from New Mexico State University in 2020 with a bachelor’s in finance. In his free time, he enjoys sports with a particular interest in basketball, golf, and rock climbing. Scott is a proud recipient of the Wells Fargo Advisors Platinum Client Associate Award¹ in 2025 and The Platinum Recognition Program in 2026.
¹The 2026 Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants.
¹The 2025 The Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Registered Client Associate
She graduated from Florida International University with a bachelor’s degree in hospitality management. Nahlin has over 10 years of experience in business management and holds a Master’s in Business Administration from Nova Southeastern University, Florida.
Nahlin has lived in Mexico and Belize and speaks English and Spanish fluently. She enjoys hiking along with new food and travel experiences. Nahlin is a proud recipient of the Wells Fargo Advisors Platinum Client Associate Award¹ in 2025 and The Platinum Recognition Program in 2026.
¹The 2026 Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants.
¹The 2025 Wells Fargo Advisors Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.
Client Associate
Chad was raised in Los Lunas, NM, giving him a deep familiarity with the local community and the broader New Mexico landscape. He holds a bachelor’s degree in International Management from the International School of Management in Germany and has a diverse professional background spanning military service, consulting, and finance. Having lived abroad for eight years, Chad values global perspectives and cultural understanding. Outside of work, he enjoys exploring new places and showing his dog Balou the world.
Client Associate