Kelly Milligan
Managing Partner
925.488.4001
Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor
Tucker Alan Inc.:
Vice President, Litigation Consultant
Peterson Consulting L.P.:
Senior Litigation Consultant
Forbes “Best-In-State Wealth Advisors" 2018, 2019, 2020, 2021, 2023
Merrill Lynch Financial Advisor Advisory Council to Management 2015-2018; Chairman, 2017
Certified 401(k) Professional (C(k)P®™)
Certified Plan Fiduciary Advisor (CPFA)
Certified Private Wealth Advisor® (CPWA®)
Chartered Retirement Planning Counselorâ„ (CRPC®)
The Anderson School at UCLA: MBA
UCLA School of Law: JD
UC Berkeley, BA, Economics
Scouting BSA: Assistant Scoutmaster
Lazarex Cancer Foundation: Finance Committee Member
Stanford Graduate School of Business and University of California Berkeley - Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer
Kelly and his wife, Marci, live in Walnut Creek. Although his two sons earned the distinction of Eagle years ago, Kelly remains active in Scouting and serves as an Eagle Coach and Merit Badge Counselor. He enjoys playing and watching basketball, camping and travel.