The Klinger Quan Group

Private Wealth Advisors
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Significant wealth requires sophisticated, highly customized strategies tailored to your unique goals and priorities. We serve a limited number of individuals and families, allowing us to offer personalized, boutique-like services to help you simplify your life and pursue what’s important to you.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Jeffrey  Klinger

Jeffrey Klinger

Managing Director

Private Wealth Advisor

415.288.2548
Bradley  Quan

Bradley Quan

Vice President

Financial Advisor

415.288.2588
Clinton  Greene

Clinton Greene

Senior Private Wealth Associate

415.288.2551
Joram B Jensen

Joram B Jensen

Registered Analyst

415.288.2552

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Trusted Advisors to a Selective Clientele

The Klinger Quan Group works closely with a select group of individuals and families throughout the United States, helping them pursue their unique priorities for their lives, wealth, and legacies. As members of the Private Banking and Investment Group at Merrill Lynch, the team offers a refined caliber of strategy, tactics, and service that address the distinctive challenges that significant wealth can entail. Skilled problem-solvers, the team recognizes that success can be accompanied by multiple decision points that require a deft hand and practical insight. Drawing on their direct experience with similarly situated families, the team seeks to generate forward-thinking strategies that unwind the complexities and capitalize on the opportunities inherent in each client’s circumstances.

A Deeply Personal Experience

The team prides itself on knowing—and serving—clients exceptionally well; their relationships often develop into long-term friendships, grounded in a natural camaraderie and closeness. This intimacy yields meaningful advice and guidance centered on client priorities. If a client has a question in mind or a “wrinkle in the brow” about a financial issue, the team wants to be the go-to resource—whatever the hour or day. The team looks to connect clients to a broad complement of capabilities, marshaling the diverse offerings of Merrill Lynch and Bank of America across multiple business lines. They seek to be an effective sounding board—lending the 30,000-foot view on a new idea—while also tackling the day-to-day intricacies and complications that substantial wealth can involve.

At the Intersection of Multiple Needs

The Klinger Quan group seeks to be helpful beyond the traditional scale. Creative thinkers, they look to anticipate issues and circumvent obstacles, smoothing each client’s path forward toward meaningful goals. They offer a suite of integrated services, unified through painstaking analysis, design, and implementation. Their offerings include the following strategies and services, among others:




  • Customized portfolio management

  • Pre- and post-liquidity event strategies

  • Concentrated and restricted stock strategies

  • Trust and estate planning services

  • Wealth planning and cash flow analysis

  • Access to structured lending through Bank of America, N.A.

  • Business banking services

  • Air, auto, marine, and art financing

  • Philanthropic services

  • Mindful of Wealth Preservation

    The team is privileged to advise a number of wealth creators who have achieved significant attainments through hard work, diligence, and ingenuity. Mindful of these efforts, the team places a premium on long-term wealth preservation and down-side risk mitigation. Having witnessed numerous market cycles and economic conditions, the team relies on established investment principles designed to help clients pursue a clear objective: more dollars compounding more often. As seasoned portfolio managers, they embed the insight and understanding that can only be derived from first-hand experience. Closely attuned to each client’s lifestyle requirements and cash-flow needs, the team employs a tax- and risk-sensitive perspective that reflects their emphasis on long-term growth, diversification, de-correlation, and consistency.



    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    A Commitment to Service

    Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

    Our Philosophy

    We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

    Let's have a conversation.

    Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

    Our Vision

    For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

    A trusted one-on-one relationship
    Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

    Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

    We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

    A relentless commitment to transparency and customized strategies

    As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

    The Klinger Quan Group