Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jimmy Quan, CFP® CRPC®
Wealth Management Advisor
Jimmy joined Merrill Lynch in 2012 with over 10 years in the financial services industry. He helps clients gain control of their finances and achieve their financial goals & dreams through traditional wealth management planning. Work closely alongside you with your investment objectives in mind, he tailors investment strategies, designed to help preserve, create, manage and distribute wealth. He believes in offering superior personal service, with a long-term commitment to excellence.
Trust and integrity are Jimmy's core values, as an 8-year Gulf War veteran with the U.S. Marine Corp. He holds a bachelors degree from Binghamton University. Jimmy is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned the Chartered Retirement Planning CounselorSM (CRPC®) and the Accredited Domestic Partnership AdvisorSM certification by meeting rigorous professional standards from the College for Financial Planning.
Active in the local community, he participates in many civic and community organizations, including The American Legion. He enjoys golf and photography. Jimmy married the love of his life, Rhonda and lives in the Upper East Side, Manhattan with their daughter, Chloe and sons Ethan and Christian along with their Maltese Dog, Lychee.
William Quan has been part of the financial services industry since 2006 and joined Merrill Lynch in 2016. He focuses on clients' goals and concerns, offering the goals-based wealth management process and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them.
William’s process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. With the ability to provide access to vast investment resources of Merrill Lynch and the banking capabilities of Bank of America, he offers a way for clients to manage all of the pieces of their financial lives.
William is a graduate of Binghamton University, with a bachelor degree in Economics. He and his wife Qinbing lives in Brooklyn with their daughter, Hailey and son Ryan along with their Shih Tzu Dog, Oreo. In his spare time he enjoys football and photography.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning CounselorSM and CRPC® and Accredited Domestic Partnership AdvisorSM and ADPA® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 808005
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.