Jeffrey W. Link

Examiner
DISC Type : cs

Managing Partner at Quillion Wealth Management

Baltimore, Maryland, United States

Overview

Jeffrey Link is the Founder and President of Quillion Wealth Management, a firm with over $1 billion in client balances. After a nearly 25-year career at Merrill Lynch, he established his own practice and was named a Forbes Best-In-State Wealth Advisor in 2024. He holds a B. S. in Finance from Mount St. Marys University.

Outside of finance, Jeffrey has a deep passion for soccer, having captained a Division I NCAA team and played internationally with the Mens Olympic Program. He holds a US Soccer coaching license and has coached youth teams. He is also strongly committed to community and charitable involvement.

He was named to the Mount St. Marys University Hall of Fame in 2025.

Personality Overview

Overcautious

Status Quo Seeker

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are always well-planned and adopt a systematic approach. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Wealth Management
As the founder of Quillion Wealth Management, he oversees a practice with over $1 billion in client balances, focusing on tailored investment advice.
Soccer Development
A former Division I team captain and Olympic program player, he holds a national coaching license and has coached various youth soccer teams.
Alumni Engagement
Actively serves as a member of the Mount St. Mary's University's Presidential Council and is a recent Hall of Fame inductee.

Media Appearances

Jeffrey W. Link - Quillion Wealth Management. Featured in Quillion Wealth Management

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Jeffrey Link - Quillion Wealth Management - Forbes. Featured in Forbes

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Work History

6-2015
Managing Partner at Quillion Wealth Management
6-1997 - 6-2015
Senior Vice President, Senior Financial Advisor, Portfolio Manager at Merrill Lynch

Education

1995 - 1999
Bachelors from Mount St. Mary's University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Baltimore, Maryland, United States Job Level : N/A Designation : Managing Partner at Quillion Wealth Management
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Insights For Selling To Jeffrey W.

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey W. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jeffrey W.

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Jeffrey W. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jeffrey W. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jeffrey W.

Personality Compatibility


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