Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mary Hong, CFP®, CPM®, CPFA, CRPC®,
Senior Vice President
Wealth Management Advisor
Retirement Accredited Financial Advisor
Senior Portfolio Manager
Mary Hong works with affluent families, individual clients, closely-held businesses and non-profit organizations. Through personal consultations, Mary and her team works with each client to set quantifiable goals, and helps prioritize their needs. They then develop and implement a customized strategy using a wide variety of financial instruments. Mary is a Senior Vice President, Wealth Management Advisor and a Senior Portfolio Manager at Merrill Lynch Wealth Management. She has been with Bank of America/Merrill over 26 years. Mary is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors.
Mary’s approach to wealth management is consultative, objective and committed to excellence. Mary offers clients a wide range of services including portfolio development, education plans, liability management, trust and estate planning services, Insurance planning and retirement planning with a specific emphasis on helping to assure a lifetime retirement stream. Additionally, she provides sophisticated strategies pertaining to defined benefit plans and 401K plans, and philanthropy.
Mary is a 1995 graduate from Dominican University in Marin County, San Francisco, California as a Cum Laude and Department Honor, with a BA in Education in Music and BM in Performance and has attended the University of Foreign Studies for a Global CEO EMBA. She also attended The Fu Foundation School of Engineering and Applied Science at Columbia University in New York for the educational component of the Certified Portfolio Manager designation which is awarded by the Academy of Certified Portfolio Managers. In her free time she enjoys traveling, listening to variety of music, and reading. She currently resides in South Pasadena, California.
Mary is a CERTIFIED FINANCIAL PLANNER™ certificant, and she holds the CERTIFIED PORTFOLIO MANAGER designation from the Academy of Certified Portfolio Managers and taught in conjunction with Columiba University. She also holds the Chartered Retirement Planning CounselorSM designation as well as Cerified Plan Fiduciary Advisor designation. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CRPC® and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning. *CPFA and Certified Plan Fiduciary Advisor by the National Association of Plan Advisors.
Merrill Life Agency's California License Number 0522776
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.
Dominican University of California
The Fu Foundation School of Engineering and Applied Science, Columbia University, NY
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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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*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.