Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My life experiences are reflected in my deep devotion to helping clients achieve what’s most meaningful to them – financially and personally.
As an eight-year-old girl in Central Vietnam, I escaped with my mother and survived for a month on a boat in the China Sea, without food or water. Our “rescuers” placed us in a Chinese concentration camp. There, we lived for two years. In spite of violence and poor treatment, I sustained myself by reading. When I was ten years old, we came to America, where I met my father for the first time. Years earlier, he left Vietnam to start a business in California and wait for our arrival. As an immigrant fourth grader, I focused on reading books and making friends. To learn American songs, I sang in a choir. Eventually, I graduated high school, college, and earned my MBA, CFP® certification, and CRPC® designation.
What do I believe?
• Exploring clients’ motivations and aspirations is the most important responsibility I have.
• Superior wealth management is about serving people and purposes, not just portfolios.
• Active listening is essential to providing real-world advice and guidance.
What makes me proud?
• Helping people who are driven to do good things.
• Developing holistic approach to wealth management, retirement planning, trust and estate services, insurance considerations, and liability management.
• Knowing in my heart that this is the land of opportunities – and helping others to live the American Dream.
Who do we serve?
Individuals, professionals (including doctors, dentists, and veterinarians), high net worth and ultra high net worth with asset management, planning, and financing needs including mortgages and commercial real estate loans through Bank of America, N.A. Owners of family and pre-IPO businesses, multiple generations of families, large foundations, charitable gifting, philanthropic, and other nonprofits. Whether they’re growing a business, building a career, or leaving a legacy, we make it our business to provide timely, professional and proactive attention – and put their best interests above all else.
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.
English & Vietnamese
San Jose State University
University of Phoenix
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Senior Wealth Management Lending Officer NMLS # 633264
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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.