Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Alice B Chow, CFP®,ChFC®, CRPC®
Senior Vice President
Wealth Management Advisor
At Merrill Lynch since 1987, Alice has dedicated herself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.
Alice is problem solver who works to simplify high-net-worth clients’ financial lives. She assists clients in identifying, prioritizing, and developing strategies to pursue their various goals - including complex financial issues such as tax minimization, risk management, trust and estate planning needs, concentrated stocks and option strategies, wealth transfer and retirement income.
Trained as a Wealth Management Advisor, she primarily advises corporate executives, successful business owners, and retirees. In addition to goals-based and high-quality investment advice, she prides herself in providing exceptional personal service.
Prior to joining Merrill Lynch in 1987, Alice spent 10 years in the high technology industry in various financial capacities including budgeting, forecasting, cost control, financial reporting, and profit and loss responsibilities. Born in China, Alice grew up in San Francisco and currently resides in Menlo Park with her husband.
Alice holds a BA in Mathematics from the University of California at Berkeley and an MBA from the Haas School of Business at UC Berkeley. Alice is a Certified Financial Planner™(CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She also holds a Chartered Financial Consultant® (ChFC®) and a Chartered Retirement Planning Counselorsm (CRPC®) designation.
|Neither Merrill Lynch nor its Financial Advisors provide tax, accounting, or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ChFC® and Chartered Financial Consultant® are the property of the American College, which reserves the sole rights to its use, and is used by permission.
Chartered Retirement Planning Counselor smand CRPC® are registered service marks of the College for Financial Planning.
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.
Chinese & English
Univerity of California
University of California System
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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.