Quade Nowlin, EA, CFP®

Senior Tax Advisor, Director

Ponte Vedra Beach, FL

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Designations 

  • Enrolled Agent
  • Certified Financial Planner®

Work Experience

  • Joined MAI Capital Management in 2025
  • Worked at The Goldstein Firm, a tax and financial consulting firm in Memphis, Tennessee

Life Outside of MAI

  • Enjoys spending time with wife, and 2 dogs, Mila & Ruthie
  • Cooking and trying new restaurants
  • Spends free time Kayaking
  • Enjoys attending Concerts

Education

  • Southwest Tennessee Community College, AS in Business Administration
  • Western Governor’s University, BS in Business Administration

*CFP Board owns the marks CFP®,  CERTIFIED FINANCIAL PLANNER®, and  CFP® (with plaque design) in the U.S.

We look forward to learning about your financial goals.

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