The Graham-Quintana Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Graham-Quintana Group is a multi-cultural, multi-generational, family-oriented wealth management team. The Group was designed to harness the depth of resources available within the open architecture of Merrill Lynch Wealth Management and to channel them to Clients in the most comfortable, flexible and strategic way.
The Graham-Quintana Group works primarily with High Net Worth Clients, Business Owners, Pensions, Insurance Companies, Foundations and Endowments. Through our constant care and attention to detail, we endeavor to enhance the financial lives of our clients. Over the years, the Group has provided the thread of continuity that makes the transition from one generation of decision-makers to the next go smoothly.
* Since its inception, The Graham-Quintana Group has attracted some of the most sophisticated investors in the world.
* The group offers a holistic approach that covers all aspects of wealth management.
* The Graham-Quintana Group is recognized for their ability to design carefully balanced portfolios specifically tailored to each institution's needs and concerns.
CFA, CFP®, CPFA®, CPWA®, CRPC™, SE-AWMA™
CFP®, CPFA®, CPWA®
CRPC™