Quintina Wallace
My work is rooted in building lasting relationships with individuals and families across generations. When I offer advice, it comes from a place of empathy, perspective and a genuine desire to act in your best interest.
Today, as a Merrill Advisor, I help business owners sponsor retirement plans, guide executives through RSU exit strategies, and support families engaging in cross generational financial planning. 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.
- Are you brave enough to prepare for the journey of caregiving?
- This seminar is for you if...
- You've been a caregiver
- Currently a caregiver
- Will be a caregiver to a parent
- Will need c...
- Are you brave enough to prepare for the journey of caregiving?
- This seminar is for you if...
- You've been a caregiver
- Currently a caregiver
- Will be a caregiver to a parent
- Will need c...
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.
