Kelly Milligan

Managing Partner

925.488.4001

Kelly Milligan co-founded Quorum Private Wealth with one goal in mind: to put clients’ interests first. With our fully independent platform, Kelly brings his clients – corporate executives, business owners and professionals – the most competitive financial tools available across the broadest set of solution providers. He uses his 20+ years of financial advisory experience to help clients achieve their financial goals by providing advice and counsel on a wide range of wealth management topics. These topics include portfolio construction and management, tax minimization, financial planning, wealth transfer, college savings, philanthropic giving and corporate benefits.

Prior Work Experience

Recognition

Accreditations

Education

Volunteer Service

Personal

Prior Work Experience

Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor
Tucker Alan Inc.:
Vice President, Litigation Consultant
Peterson Consulting L.P.:
Senior Litigation Consultant

Recognition

Forbes “Best-In-State” Wealth Advisor 2018, 2019, 2020, 2021
Merrill Lynch Financial Advisor Advisory Council to Management 2015-2018; Chairman, 2017

Accreditations

Certified 401(k) Professional, (C(k)P®™)
Certified Plan Fiduciary Advisor, (CPFA)
Certified Private Wealth Advisor® (CPWA®)
Chartered Retirement Planning Counselorâ„  (CRPC®)

Education

The Anderson School at UCLA: MBA
UCLA School of Law: JD
UC Berkeley, BA, Economics

Volunteer Service

Scouting BSA: Assistant Scoutmaster
Lazarex Cancer Foundation: Finance Committee Member
Stanford Graduate School of Business and University of California Berkeley - Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer

Personal

Kelly and his wife, Marci, live in Walnut Creek. Although his two sons earned the distinction of Eagle years ago, Kelly remains active in Scouting and serves as an Eagle Coach and Merit Badge Counselor. He enjoys playing and watching basketball, camping and travel.