Quintina Wallace
My family roots run deep in Middle Georgia and Detroit, Michigan - two places where families faced unique financial struggles from the 1940s onward. Through conversations with relatives I consider brave and successful, I learned an important truth: wealth isn't inherited- it's built on passion and the momentum to make that passion profitable.
Early in life, I saw how money shaped experiences. Later, I realized I never wanted money to be the reason I couldn't overcome a challenge. That understanding inspired my leap into financial advising - a career where I can help others take control of their financial future.
Today, as a Merrill Advisor, I help small business owners sponsor retirement plans, guide executives through RSU exit strategies, and support career mom's and women planning for early retirement. My mission is simple: to turn financial complexity into clarity and confidence for the next generation of leaders and families.
If you are ready to build a plan that works as hard as you do, let's connect.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
