Meet our Quorum
Kelly Milligan
Kelly Milligan co-founded Quorum Private Wealth with one goal in mind: Put clients’ interests first. To deliver on that goal, Kelly works to ensure Quorum serves clients with the most competitive financial tools from a wide array of solution providers.
Kelly helps corporate executives, business owners and professionals navigate complex pay and benefits packages. For 20+ years he’s counseled clients on investing, tax minimization, financial planning, building wealth for future generations, philanthropic giving, and more.
Kelly also works with companies to help them build attractive benefit packages to recruit top talent.
Kelly was a Forbes/SHOOK list of Best-in-State Wealth Advisors for 2023, 2024, and 2025; he holds both an MBA and law degree; and he is a Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor®, Certified 401(k) Professional, and Certified Plan Fiduciary Advisor.
He is passionate about financial literacy and committed to helping others.
Insights from Kelly Milligan
What is Section 16, and does it apply to me?
Section 16 refers to the 16th section of the Securities and Exchange Act. It requires that certain company
What is Rule 144?
Rule 144 limits the amount of stock an individual can sell. It generally applies to affiliates of a
What are 10b5-1 plans?
If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you
Join Quorum Managing Partners Mike Barry & Kelly Milligan as they recap the first half of 2025 and share our outlook for the rest of the year.
Key questions to ask before purchasing life insurance
Kelly Milligan walks through the questions we review with our clients to see if your whole life plan is aligned with your broader financial plan and goals.
4 life insurance tips
At Quorum Private Wealth, we don't sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.
