You built this company and now rewarding, retaining, and assisting your valued employees is a must. We have the services that’ll help you and your team manage compensation strategies.
Strategies to Manage Concentrated Equity Positions
Exchange funds and equity collars
Strategies to manage and execute employer-granted incentive stock options and nonqualified stock option awards, including cashless exercise programs
Section 16, Rule 144, restricted and control stock sales
10b5-1 Officer and Director Automatic Securities Disposition Plan trading plans
Defined Benefit & 401K Administration and Management with Plan Design with Fiduciary Oversight
Payroll services are outsourced to 3rd party vendors.
You are about to leave Quillion Wealth Management's website and visit a third-party site. Links to third-party websites are provided for your convenience and information purposes only. Quillion Wealth Management and Wells Fargo Advisors are not responsible for the content, products, services, privacy policies, or security of third-party websites.