Kelly Milligan's Contact Details

Kelly Milligan's Company Details

Quorum Private Wealth

Danville, California, United States • 6 Employees
Financial Services

Quorum Private Wealth was founded in 2021 by Mike Barry, Kelly Milligan, Sue Mazzetti and Melissa Yue. With a combined experience in wealth management exceeding 75 years, our team members have been committed to continual improvement, earning multiple industry credentials. Mike and Kelly are Certified 401(k) Professionals. Kelly and Sue are Certified Retirement Planning Counselors. Mike is also a Certified Investment Management Analyst® and a Defined Contribution Investment Consultant. Kelly is also a Certified Private Wealth Advisor®. Melissa is also a CERTIFIED FINANCIAL PLANNER™.With our extensive experience and knowledge, we committed to guiding our clients with objective advice, financial planning and comprehensive solutions that give simplify financial challenges and provide true peace of mind.In addition to serving as an advocate for our clients, we act as their financial sounding board, collaborating with them and their other trusted advisors, on any topic – from investments and insurance to estate planning and taxes. We are the first call when a decision needs to be made that will have any type of financial impact. Clients see us as their team – their Quorum.As an independent firm, we have the freedom, flexibility and control to serve only our clients' best interests. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.If you're looking for a wealth advisory team who will take a proactive role in organizing, simplifying, and optimizing solutions for the challenges of your financial situation, please call on us today.