Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Owen joined Merrill Lynch Wealth Management in 2018, after a career in Standard Chartered Bank and prestigious Korean government funded research institutes as an economic researcher. After 7 years staying in Korea, he decided to return to the U.S. and continue his career in California. He is very analytical and thoughtful to provide the wide range of investment strategies including traditional asset classes, alternative investments and foreign exchanges for the clients. Utilizing his past global experiences in economic research, foreign exchange sales, wealth management and academics, Owen leverages the investment insights of Merrill and access to the banking convenience of Bank of America.
Owen’s approach is consultative and committed to excellence. First, he takes the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance. Second, he offers recommendations designed to pursue each client’s income and growth objectives. Then, he follows up with discussions covering a wide range of services, leveraging the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America. He understands every client has different perspective in their wealth management planning.
Owen graduated with distinctive scholastic achievement from the University of Wisconsin-Madison with Bachelor of Arts degree in Mathematics and Economics, and earned his Master’s degree in Finance in Korea University, Seoul in Korea. In addition, he used to be a Finance Ph.D. student in the U.S. He loves playing basketball and lifting weights as well as watching all kinds of U.S. professional sports.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Korean & English
University of Wisconsin in Madison
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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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
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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.