Kelly Milligan
Managing Partner
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
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 Counselor℠ (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.
