The Quackenbush Group

Private Wealth Advisors

The Quackenbush Group

Private Wealth Advisors
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Your wealth is about more than investments. It’s about your life, your business and your family legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and sophisticated strategies for your financial life.

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.

Shirley Quackenbush

Shirley Quackenbush,

Managing Director

Private Wealth Advisor

949.721.7261
Margaret  Richardson

Margaret Richardson

Registered Private Wealth Associate

949.721.7263

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

The Quackenbush Group

Headquartered in Newport Beach, California, we are a wealth management team that works with a select number of highly successful individuals and families. The financial issues we address are as varied as the families we serve. We begin our engagements by gaining a deep understanding of the priorities, concerns, and aspirations of our client families. And we never lose sight of that foundation, engaging in regular discussions as families and financial conditions change. We develop long-term relationships with clients, becoming deeply ingrained in their lives and the lives of those they care about. In all of our efforts, we look to provide clients with sophisticated, robust, and thoughtful strategies that significant wealth requires. We are firmly grounded in client goals, and more telling, results. At the same time, we recognize that wealth is defined by more than balance sheets and reports, encompassing the people and outcomes that clients deem most important.

Adept in Managing Significant Wealth

The clients we serve have complex needs. Many of them have experienced a critical inflection point in their financial lives: they have sold a business, taken a business public, attained a new level of professional success, or undergone a family transition. We help these clients navigate key junctures in their wealth, designing and implementing customized strategies that reflect their distinctive needs. We realize that significant wealth requires anticipation, coordination, and relentless follow through; we make it our business to provide all three. We purposely limit the number of our engagements so that we can provide the nuanced outreach and prompt attention that clients require. Each member of our team serves clients with a dedication that underscores their importance.

Offering Refined Capabilities

Our team operates within the Private Banking and Investment Group (PBIG) at Merrill Lynch, an elite division within the Firm that caters to the demands of significant wealth. As a PBIG team, we provide access to resources and opportunities that are specially designated for PBIG clients, such as institutional-caliber research, educational opportunities, and client events. Moreover, we integrate the offerings of designated specialists who offer in-depth advice and guidance. Our leader, Shirley Quackenbush, has more than three decades of experience in financial services. Her network of relationships, both within Merrill Lynch and the wider financial community, enables us to expedite answers, leverage capabilities, and enhance the client experience.



*Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.  BofA Merrill Lynch Global Research is equity research produced by Merrill Lynch, Pierce, Fenner & Smith Incorporated and/or one or more of its non-U.S. affiliates. BofA Merrill Lynch Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

Focused on Client Outcomes

Our team uses a detailed wealth management process that we have honed over many years. Because we exclusively serve affluent clients, we are intimately familiar with the issues they encounter: personal, professional, and philanthropic. We orient our actions toward client goals, constantly pushing ourselves to advance client interests. If an issue is important to clients, it is important to us. We invite families to meet with us to discuss their needs and our capabilities in greater detail.

Encompassing Multiple Disciplines

Sound investment management is important to the clients we serve. But it is not their only priority. We help clients streamline their wealth across multiple contexts. We believe that wealth management should not occur in a vacuum; we help unify tactics and strategy across multiple goals. Specifically, we work with clients in the following key areas:
Investment management:
Traditional and alternative investments*
Trust and estate planning services
Credit and lending through Bank of America, N.A.
Access to family office services and lifestyle services
Executive services
Philanthropy
Specialized asset financing: aircraft, yacht, art


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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 Quackenbush Group

Private Wealth Advisors