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Jimmy Quan, CFP®, CRPC™, ADPA™, CPFA™
Senior Vice President, Wealth Management Advisor, Portfolio Manager
Jimmy Quan is a seasoned financial professional serving as a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He holds multiple certifications, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Accredited Domestic Partnership Advisor (ADPA™), and Certified Plan Fiduciary Advisor (CPFA™).
He is based in New York and has a significant following on LinkedIn, indicating his active engagement in the financial services community. His educational background includes studies at Binghamton University, which contributes to his expertise in wealth management and financial planning.12
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Location
New York, United States
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