August 4, 2022
Ex-Merrill ACTM Chair to Independent Business Owner: A Former Insider’s Point of View
The Diamond Podcast for Financial AdvisorsAbout this episode
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.