A perspective as unique

as our name.

Investment Philosophy

Research, Verify, Invest, Repeat. The Quillion Investment Committee executes defined discretionary investment disciplines that are unobstructed and thoughtfully delivered. We utilize an active management approach to each of our asset allocation models 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

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Corporate Executive Services

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Retirement Planning

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Charitable & Community Giving

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Insurance Solutions

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Institutional Consulting

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Jeffrey W. Link
Jeffrey W. Link Senior Managing Partner
Douglas J. Brandeen
David E. Brandeen
Dean B. Shuplinkov
Dean B. Shuplinkov Managing Principal
Robert J. Link
Robert J. Link Vice President
Judy Specht
Judy Specht Registered Senior Account Administrator
Lexi Hackerman
Lexi Hackerman Analyst

Current Clients

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Our Office

401 E Pratt Str. 23rd 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.