Tune out the noise: Wealth planning for the year ahead

Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.

Watch now

Our Group

Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Nafisa Azami

Wealth Management Banking Specialist


Reham Asaad

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #633262

Samantha C Sylvester

Wealth Strategist


Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


No matter your current level of wealth, making decisions about your financial future can be daunting. That’s why we believe it’s important to select a wealth management team that understands your financial priorities and looks at wealth from your perspective.

MYH Wealth Management is committed to helping you think strategically about wealth and what you want to accomplish with it. Our team shares a common goal: to provide prudent financial advice and guidance, tailored to individual goals and circumstances, for every stage of your life. 

We know it can take time to prosper, so we focus on building long-term client relationships. Over time, we can help you adjust your wealth management strategies to address life challenges and take advantage of opportunities. Along the way, we’ll offer financial education and encouragement to help you stay the course.


We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, we will work with you to develop an approach designed to help address your financial needs.

The MYH Difference

Our clients are diverse. They include professionals, business owners and executives from varied cultural backgrounds, at different life stages, with wide-ranging financial goals. Some inherited their wealth; others earned or are still creating it. Some hope to travel the world in retirement, while others look forward to starting a family or buying their first home. 

We’re genuinely curious to learn what makes each client unique. That’s why we take the time to cultivate authentic relationships where we get to know clients and their families on a deep, personal level. 

Our approach to client relationships is collaborative. As your financial advisors, we will work side-by-side with you to offer financial education and motivation. Our mission is to lead the way in helping you develop the skills to make informed wealth management decisions.   
We encourage conversations where you can speak openly and honestly about your life and finances. By understanding what matters most to you, we can help you design a personalized pathway to pursue your wealth management objectives. 



Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. Our ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Past Events

March 2, 2023 Market Update & Forecast Dinner

Scott’s Seafood Grill & Bar, 2 Broadway, Oakland, CA 94607

March 2nd, 2023|5:30 PM - 6:30 PM PST

March 2nd, 2023

Please join us for a 2023 Market Update & Forecast Dinner featuring the latest research from BoA Global Research presented by MYH Wealth Management, Percy D. McGee, Jr., First Vice President & Senior Financial Advisor, and Peter D. Yoon, Vice President & Wealth Management Advisor, and Aaron D. Hudson, Financial Advisor.

We invite you, as well as any family, friends, or colleagues you feel would benefit, to join us for one of informative presentations on Thursday, March 2, 2023:

March 2, 2023
5:30 p.m. to 6:30 p.m. PST

Scott’s Seafood Grill & Bar
2 Broadway
Oakland, CA 94607

Please confirm your attendance ahead of time by emailing or calling your advisor to assure you are on the RSVP/ Attendance list.

As mentioned, if you have family, friends, or colleagues who would find this session helpful, we would be honored if you forwarded this invitation.

To better guide the discussion, please send questions / topics of interest to myh@ml.com.

  • Dinner
  • Hors d'oeuvres
  • Beverages
March 21, 2023- Investment Viewpoint Dinner with Merrill

Ruth's Chris Steak House, 1553 Olympic Blvd Bldg. E, Walnut Creek, CA 94596

March 21st, 2023|6:00 PM - 7:00 PM

March 21, 2023 - Investment Viewpoint Dinner with Merrill

You are invited to join us to hear insights on today’s most critical economic and investment topics.

This will be an interactive and enlightening presentation, featuring the latest research from the Chief Investment Office presented by Percy D. McGee, Jr., First Vice President & Senior Financial Advisor, and Peter D. Yoon, Vice President & Wealth Management Advisor, and Aaron D. Hudson, Financial Advisor, all from MYH Wealth Management. Guest speaker Dan Suzuki, Deputy CIO & Chairman of the Investment Committee at Richard Bernstein Advisors.

Please feel free to share this invitation with family and friends you think may be interested in this topic.

  • Dinner
  • Hors d'oeuvres
  • Beverages

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    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

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right AdvisorTM
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.