A perspective as unique

as our name.

Investment Philosophy

Research, Verify, Invest, Repeat. The Quillion Investment Strategy Team executes defined discretionary investment disciplines that are unobstructed and thoughtfully delivered. We utilize an active management approach to each of our asset allocation strategies with high expectations of strong risk adjusted returns. Each security is screened across a wide universe in a top down approach and carefully positioned as part of our clients custom tailored portfolios.

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Robert Kiyosaki

Our Services

Private Wealth Management


Corporate Executive Services


Retirement Planning


Charitable & Community Giving


Insurance Strategies


Institutional Consulting


Jeffrey W. Link
Jeffrey W. Link Managing Partner
Douglas J. Brandeen
David E. Brandeen
David E. Brandeen In Memoriam
Dean B. Shuplinkov
Dean B. Shuplinkov Branch Manager, Partner
Michael Anselmi
Michael Anselmi Jr., CFP® Vice President, Wealth Manager
Thomas Henry
Thomas Henry, CFP® Vice President, Wealth Manager
Judy Specht
Judy Specht Senior Registered Client Associate
Valerie Campbell
Valerie Campbell, CIMA® Wealth Manager, Senior Vice President
Kyle McDonell
Kyle McDonell First Vice President, Wealth Manager
Annette Coe
Annette Coe Senior Registered Client Associate

Current Clients

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Our Office

401 E Pratt St. 28th Floor
Baltimore, MD 21202

Phone: 443-961-3500
Fax: 443-961-3493

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  1. Quillion Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.
  2. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.
  3. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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