Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Financial Advisor Jenny provides customized wealth strategies and integrated advice and guidance to individuals, families, and business owners, helping them address their priorities and pursue their goals more efficiently. Jenny loves listening to people tell her their life stories and their dreams. She takes a highly personalized approach with the clients she serves and she helps her clients articulate their personal and financial goals. She takes the time to help her clients with building and preserving wealth by following a disciplined wealth management process that allows her to deeply understand her clients’ financial objectives and aspirations.
The most rewarding part of being a trusted Financial Advisor for Jenny is helping to make her clients’ dreams come true, and that comes from her own life experience. Jenny emigrated from China in 2005 to attend Barton College in N.C. where she received her bachelor‘s degree in Business Administration. Being alone in a new country, she quickly realized that she needed to feel safe and independent. For her that meant hard work and having goals in her life and a plan to achieve each of her goals. Jenny learned at a very young age the importance of saving, budgeting, investing and wealth management planning. Being on her own, Jenny experienced significant worries that helped her realize the importance of achieving financial freedom and independence. These worries also became the foundation of her passion for wealth management which has led to many benefits including financial confidence and security. Jenny’s experience and the happiness it brought her led to her wanting to help other people feel financially safe, happy and confident in their lives.
Jenny and her husband Ryan have been blessed with two wonderful children. Her children’s loving eyes have brought even more meaning to her life and have also helped Jenny to understand her clients’ financial lives not only as a professional but also as a woman, a wife, and a mother.
Jenny loves going to the gym despite only being able to lift the 10 pound bar. She enjoys traveling and spending quality time with her children. She also likes cooking and trying new recipes, although her husband has to pretend sometimes to love the results. Jenny loves waking up every morning with a goal in her heart, plan in her mind, and a passion of life in her eyes.
Chinese & English
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.