Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Changes in life can require changes to your investment approach. Whether it’s a small or significant event, we don’t assume what was right for you at one time may also be right at another time. Our financial advisors can offer you the Merrill resources and investment choices—along with access to banking services from Bank of America—that can help you position yourself for the
retirement lifestyle you desire.
Andy Feng has been in the financial services industry since 2011. Prior to Merrill Lynch Wealth Management, he was a top performing Relationship Manager at the Great San Diego Market for Bank Of America. He was awarded the Silver Global Recognition 2018 Volunteer Award -Nominated by Bank Of America.
Andy is a graduate of Northwest Agricultural and Forestry University with a B.A. in Agriculture science with specialization in agricultural economics, applied biochemistry, horticulture, and logistics. Andy focuses on developing and implementing customized strategies that enable clients to both optimize the wealth they have already achieved and proactively align their financial lives with future goals. In doing so, he strives to understand each client’s unique situation and incorporates behavioral finance to support his clients in making informed financial decisions. Andy works in collaboration with his clients’ legal and tax advisers to offer estate planning services and address tax minimization issues. He also supports entrepreneurs and businesses in the areas of retirement plans, cash management, and financing. He is always working to deepen his knowledge and education and he is currently focused on studying concentrated value investing.
When he’s not working or volunteering, Andy travels to fulfill his passion for learning about the world and all of its cultures. He is a proud member of Sino-American Biotechnology and Pharmaceutical Professional Association (SABPA) , fluent in Mandarin Chinese and serves as a member of the Bank of America Asian Leadership, San Diego Chapter.
Chinese, Mandarin, English & Yue(Cantonese)
Northwest Agricultural and Forestry 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.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.