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Ahmad Quqa, MBA, AAMS™

Founder & CEO - Wealth Advisor

Email ahmad.quqa@crescentpw.com

Phone +1 919-439-6090

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Biography

In today’s ever-changing financial world, I understand the challenges of navigating through the twists and turns. From tax reforms to global events and personal circumstances, there is a lot that can impact your life goals, retirement, and legacy plans. That is why I believe in starting with a conversation and listening to what matters most to you and your loved ones. 

With over two decades of experience in the financial services industry and an MBA from the University of Dallas, Texas, I specialize in helping individuals, families, business owners and professionals be confident about their financial futures. As an Accredited Asset Management Specialist™ (AAMS®), I offer personalized strategies tailored to your unique life goals and preferences, ensuring a comfortable lifestyle and a lasting legacy.

Working closely with my dedicated team, which includes our Director of Operations, Ali Zelmat, and our Private Wealth Client Services Associates, Mona Amiri, Heidi Moreno, and Ibraheem Ameen, we aim to deliver customized solutions to a diverse clientele, from investor to business owners and multi-generational families.

Based in Raleigh, North Carolina, I live with my wife Nada and three children Randa, Omar, and Maryam. We enjoy family adventures and exploring new culinary delights. Reflecting on my journey from my first job at an ice cream shop at age 14, I understand the value of dedication and stewardship in building a successful business. While my love for chocolate caramel dip-top cones may be a bit indulgent, it reminds me of the importance of balancing enjoyment with smart financial planning. 

Education

MBA, University of Dallas; 2010

Licenses & certifications

Accredited Asset Management Specialist™

College for Financial Planning

Series 65 – Uniform Investment Adviser Law

North American Securities Administrators Association

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Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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