Kelly Milligan
Managing Partner
925.488.4001
Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor
Recognition
Forbes “Best-In-State” Wealth Advisor 2018, 2019, 2020, 2021, 2023, 2024
Merrill Lynch Financial Advisor Advisory Council to Management 2015-2018; Chairman, 2017
Community Service
Scouting BSA: Eagle Coach, Assistant Scoutmaster
Lazarex Cancer Foundation: Finance Committee Member
Stanford Graduate School of Business and Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer
Certified 401(k) Professional (C(k)P®™)
Certified Plan Fiduciary Advisor (CPFA)
Certified Private Wealth Advisor® (CPWA®)
Chartered Retirement Planning Counselorâ„ (CRPC®)
The Anderson School at UCLA: MBA
UCLA School of Law: JD
UC Berkeley, BA, Economics
Scouting BSA: Eagle Coach, Assistant Scoutmaster
Lazarex Cancer Foundation: Finance Committee Member
Stanford Graduate School of Business and Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer
Kelly and his wife, Marci, live in Alamo. 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.