William Quan

William Quan is a financial professional currently working as a Registered Wealth Management Client Associate at Merrill Lynch.1 He is based in the New York City Metropolitan Area and has been in this role since February 2022.12

Professional Background

Previous Experience:: Before joining Merrill Lynch in his current position, William Quan had prior experience in the financial industry:

1. He worked as an Insurance Product Analyst at Citi.1
2. He previously held a position as a Financial Advisor at Merrill Lynch.1

Education:: William Quan attended Binghamton University.3

Current Role

As a Registered Wealth Management Client Associate at Merrill Lynch, William Quan likely plays a supporting role in wealth management services. While specific details about his individual responsibilities are not provided, typical duties for this position may include:

• Assisting wealth management advisors with client services
• Helping to manage client relationships
• Supporting the development and implementation of financial strategies
• Conducting research and analysis to support wealth management decisions

William Quan is registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, which is a prominent wealth management and investment firm.2 He works out of New York, NY, and has been registered with the firm since April 4, 2022.4