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Jeannette Hao is a Vice President, Financial Advisor, Senior Portfolio Advisor with Merrill Lynch Wealth Management and holds the designations of Chartered Retirement Planning Counselor℠ and Chartered SRI Counselor™. She strives to provide a premier level of wealth management and investment services to affluent and high-net-worth clients.
Jeannette 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 Wealth Management 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. Jeannette is committed to keeping the client’s best interest in mind while offering customized financial recommendations designed to help her clients reach their goals. She begins her engagement by gaining a deep understanding of the client’s priories, concerns and aspirations. She will then provide clients with sophisticated, robust and thoughtful strategies to help them reach their goals. Specifically, Jeannette works with her clients in the following key areas:
• Investment management: traditional and alternative investments
• Retirement Planning (incl. 401(k), IRA, Roth IRA, employee benefits, executive benefits & etc.)
• Trust & estate and wealth transfer planning services
• Credit and lending services through Bank of America, N.A
• Insurance planning
• Education Planning
Jeannette started her career in the financial industry in 2006. Prior to joining Merrill Lynch Wealth Management in 2020, Jeannette had worked with BNP Paribas Wealth Management, HSBC Bank USA and Asian. She obtained her Finance master degree from Harbin Engineering University, concentrating on Bank finance and strategic planning.
Jeannette has extensive working experiences in USA and Asia. She worked at HSBC Bank USA and Asian for 8 years. Besides English, she is fluent in Mandarin. In her spare time, Jeannette enjoys to involve school PTA and Enrichment Fund foundation. Jeannette and her family live in San Marino, CA. She is a firm believer in the saying “when you learn, teach; when you receive, give”.
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
HARBIN ENGINEERING UNIVERSITY
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637495
Wealth Strategist
Merrill
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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.
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