Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Marlynn Ma is a Senior Vice President and Wealth Management Advisor with Merrill in Pasadena, California. Marlynn provides in-depth advice and guidance to individuals, families, and businesses, helping them implement a more strategic and thoughtful approach to their finances. A financial advisor since 2002, she offers the knowledge and insight to tackle sophisticated needs, particularly those of wealth creators, entrepreneurs, privately-owned businesses, and multiple generations of client families. Fluent in Mandarin, Marlynn has particular depth serving the Asian American community, helping them capitalize on the opportunities at their disposal to preserve, grow, and transfer wealth more effectively.
A veteran of the industry, Marlynn has garnered a number of national accolades for work as an Advisor. From 2020 - 2021, Forbes recognized her as one of the "Best-in-State Wealth Advisors" and “America’s Top Women Wealth Advisors.” In addition, Working Mother distinguished Marlynn as one of the “Top Wealth Advisor Moms” from 2019 - 2020 while Financial Times hailed her as one of the "Top 401 Retirement Plan Advisors" from 2018 - 2020.
Marlynn feels that clients look to for her steady effort, sustained leadership, and seasoned perspective. She is adept in unwinding the intersection of a client’s personal and professional wealth, offering a tax-sensitive approach that is bolstered by active collaboration with a client’s external tax and legal advisors, as appropriate. Undaunted by the complexities that significant wealth can entail, Marlynn is well versed in business optimization, pre- and post-transaction planning, tailored portfolio management, trust and estate planning services, custom lending, and philanthropic services.
Concurrent with this role, Marlynn also oversees retirement benefit assets for corporate clients, including 401(k), profit sharing, defined benefit, and deferred compensation plans. She and her team work closely with plan sponsors and administrators to enhance participant education, increase plan participation, and compete more effectively for employee talent. She also supports business owners in pursuing their fiduciary duties and by providing access to services that help with minimizing fiduciary liability in their retirement-plan management.
Marlynn has worked in wealth management since 2002 and joined Merrill in 2009. Prior to her work in wealth management, she graduated from medical school in China and worked in the Bengbu Medical School Hospital for 6 years. Dedicated to professional excellence, Marlynn has attained a number of industry designations. She holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. (CFP®), the Certified Exit Planning Advisor (CEPA®) designation, the Certified Plan Fiduciary Advisor (CPFA®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, the Chartered Retirement Plans Specialist (CRPS®) designation, and the Certified 401(k) Professional® (C(k)P®) designation.
Married with two sons, Marlynn enjoys spending time with her family and her beloved Labradoodle, Kiki. She and her family also enjoy traveling to new destinations.
Chinese & English
BengBu Medical School
California State University System
Working Mother's "Top Wealth Advisor Moms"
Financial Times "Top 401 Retirement Plan Advisors"
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Employee Benefits Specialist
Bank of America, N.A.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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