Quintina Wallace
Personal Advisor
I design custom investment strategies focused on delivering strong risk-adjusted returns -- helping individuals make smarter decisions around risk, taxes and long-term wealth.
Qualified Plan Advisor
I act as the general contractor for your retirement plan—working together with recordkeepers, TPAs, accountants, and other service providers to help ensure the plan operates efficiently and aligns with your business objectives.
My Approach
My approach is disciplined and data-driven, shaped by my background in biology that instilled a strong attention to detail and analytical thinking. I'm passionate about investment management and collaborating with plan sponsors to ensure quality retirement planning for all.
My philosphy is that successful investing isn't about chasing returns -- it's about making disiplined, data-driven decisions that align risk, tax efficiency, and long-term goals. Every strategy should be intentional, adaptable, and built around what matters most to the individual.
Gain key insights from VanEck's ETF Strategist on
- Investing Across Biotech & Pharma
- The latest developments in gene and cell therapy
- How AI is improving research, diagnostics, and tre...
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.
