EPISODE · Aug 4, 2022 · 1H
Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
Kelly Milligan describes his journey at Merrill from zero to $1.5B in AUM, his role as Chair of the ACTM, the change in culture at the firm and how that motivated him and his team to launch independent firm Quorum Private Wealth.
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Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
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