Investment Advisors Team

With a thorough understanding of your needs and goals, our skilled Investment Advisors will help you create, implement, and monitor your investment strategy.

 

Meet our knowledgeable professionals:

 

Cynthia Carlson, Executive Vice President, Wealth Builders Division

Cynthia is responsible for all products, services and functions across the Division - Trust Services, Investment Services, Family Office Services and Financial Planning Services. She provides oversight and direction for al daily operations and client support needs and assures all activities are in compliance with state and federal requirements. She has 30+ years of financial services industry experience including executive management, operations, investment operations, product management, marketing and technology.

 

Dave Howell, 1st Vice President, Wealth Builders Division

As 1st Vice President, Wealth Builders Division, Dave leads Quad City Bank & Trust's Investment Center. The Investment Center offers access to a wide array of financial services through our brokerage business, Quad City Investment Center, and our investment advisory firm, Quad City Investment Advisors, LLC. He has 28 years of experience in the financial services industry and is considered a leader in the area of business retirement plan education. Dave is actively involved in the community and has served on numerous community boards. He currently volunteers his time for the John Deere Classic, Arrowhead Ranch, Scott County Regional Authority, and Two Rivers YMCA.

 

Blake Schaeffer, Financial Advisor

Blake Schaeffer started at Quad City Bank & Trust in 2005 and has been with the Wealth Builders Division since 2006. Blake brings great customer service along with his common sense approach to investing to this relationship team. Blake is a graduate of the University of Iowa with a degree in Finance. As a life-long resident of the Quad Cities, Blake volunteers his time locally with Big Brothers & Big Sisters and actively participates on Quad City Bank & Trust's Health and Wellness committee.

 

William Grimes, Financial Advisor

Bill is responsible for administering trust accounts and developing new business. Prior to joining Quad City Bank & Trust, he worked for 13 years at First Midwest Trust Company in Moline. Bill is a graduate of the ABA National Trust School and has earned the designation of Certified Retirement Services Professional. He received his undergraduate degree from Western Illinois University.

 

Amber Brummit, Financial Advisor

Amber is a LPL Registered Administrative Assistant with over 25 years of experience. She provides operational and sales support at Quad City Investment Center's Moline location. She is a graduate of Augustana College with a degree in Accounting.

 

Cassidy Moulton, Financial Advisor

Cassidy is one of the newest members of the Quad City Investment Center starting in 2016. He has more than 10 years of experience in alternative investments such as precious metals and real estate.  Cassidy graduated from Pleasant Valley High School in 2000 where he enjoyed playing soccer, wrestling, and running. He graduated from The Master’s College in Los Angeles with a Business Management and Marketing degree while playing on the Men’s Soccer team. Although Cassidy has lived many different locations such as The Netherland’s, Pittsburgh, Oklahoma and California, he has always considered the Quad Cities home. Cassidy is extremely pleased to help each community member achieve financial and retirement goals.

 



 

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A BANK DEPOSIT
 

Securities offered through LPL Financial, member FINRA / SIPC. Investment Advice offered through Quad City Investment Advisors, a Registered Investment Advisor and separate entity from LPL Financial. Quad City Bank & Trust is not affiliated with LPL Financial.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck