Quinn B. Beckwith
I am a Financial Advisor based in downtown Chicago, Illinois, and a member of The Beckwith Group. I specialize in helping young professionals and individuals who are beginning their wealth planning journey. My mission is to guide clients through the complexities of today’s financial landscape and help them build confidence in their financial decisions. Whether they are just getting started or navigating a significant life transition, I am committed to helping them pursue their financial goals with a personalized and thoughtful approach.
I earned a Bachelor of Arts from Colgate University, where I majored in Environmental Economics with a concentration in Statistics and minored in Geography. My academic background developed my passion for analytical thinking and problem solving, skills that I now apply to helping clients make informed financial decisions.
Outside of work, I enjoy spending time outdoors and staying active. During my time at Colgate, I developed a love for camping, skiing, and outdoor adventure, interests that I continue to pursue whenever I can.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.