Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mai Park is a First Vice President, Senior Financial Advisor and Senior Portfolio Advisor located in Newport Beach, California. Mai is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis She has been in the financial service industry since 2003 and joined Merrill Lynch in 2008. She has dedicated herself to understanding the priorities of high-net-worth individuals and families.
Great value is placed toward the fostering of meaningful multi generational relationships. Trust and open dialogue is the pillar of her comprehensive approach to wealth management. Guidance is consultative and goals-based, with clear knowledge of individual needs and sensitivities. Confidence is cultivated by her commitment to the highest level of personal service, attention to detail, execution, and follow through.
Extending beyond conventional advice and administration, Mai constructs custom investment strategies to identify and align personal and financial objectives with core values. Asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning services are ongoing elements to the wealth planning process.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State Polytechnic University
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of 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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.