Quang Nguyen

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Saco, ME 04072

Credentials

Series 63, Series 65

Industry experience

10 years

Expertise

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2023 - Present (3 years)

QH LLC DAB Fishermen's Net

2021 - 2023 (2 years)

MML INVESTORS SERVICES

2018 - 2023 (5 years)

Mass Mutual LIfe Insurance Company

2018 - 2019 (1 year)

Mua Lobster LLC

2018 - 2023 (5 years)

Sageguard Investment Advisory Services

2015 - 2018 (3 years)

Self Employed

2015 - 2023 (8 years)

SELF-EMPLOYED

2014 - 2023 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Lucas D

CFP®, Series 66

Portland, ME

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

Dillon B

Series 66

Saco, ME

Fidelity

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Wealth management Passive / index investing Active portfolio management

Martin M

Series 63, Series 65

Portland, ME

Merrill

Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. He focuses on providing services for endowments, foundations, and non-profits, defined benefit and defined contribution plan investment consulting, as well as personal retirement planning and retirement income solutions. Martin works closely with successful professionals to create cash flow projections and financial models that enable clients to gain flexibility and security in their retirement years. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a board member for SMCC and participates in community initiatives such as Junior Achievement, Maine. In his personal time, Martin enjoys activities including chess, golfing, hiking, skiing, and spending time with his family. He values community involvement and dedicates effort to volunteering with local organizations.

General retirement planning Retirement income strategy Income planning Wealth management

Frank M

Series 63, Series 65

Yarmouth, ME

Fidelity

Frank Maltais is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has worked with Fidelity since 2005, progressing through various roles including Senior Account Executive, Account Executive, Financial Planning Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, he was an Investment Advisor Representative at John Hancock Financial Services. With more than 20 years of experience, Frank has partnered with families, individuals, and institutions specializing in comprehensive investment and wealth planning. He emphasizes building planning relationships through listening, keeping clients well informed, and providing proactive guidance. Outside of work, Frank and his family spend summers lobstering around Penobscot Bay. His personal interests include boating, family activities, fishing, fitness, reading, and skiing.

Wealth management General retirement planning

Nathan H

CFP®, Series 63, Series 66

Westbrook, ME

Fidelity

Nathan Hubbard is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, holding various positions including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning Consultant, and Customer Relationship Advocate. Nathan's experience spans multiple facets of financial services, focusing on partnering with individuals and families to create customized financial plans. He holds a California Insurance License, supporting his expertise in financial planning and investment consulting. Outside of his professional work, Nathan's personal interests include boating, family activities, golf, spending time at the lake, pets, and swimming.

General retirement planning Wealth management Cash flow / budgeting

Jason S

Series 66

South Portland, ME

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Inheritance planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")