Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Hanson Wong has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2019. Prior to joining Merrill, he worked at a top global multi-strategy hedge fund on a small team of seven investment professionals managing a multi-billion dollar hedged long/short equity portfolio, and before that, he worked on a Morningstar 5-Star rated mutual fund, analyzing stocks and maintaining high-net worth individuals’ separately managed accounts. Earlier in his career, he managed private equity distributions serving the largest US public pension fund, worked in equity research / investment banking, and underwrote commercial credit lending. Between that, he spent a year at a start-up, serving as the director of finance and administration for an online boutique retail company.
Working collaboratively, Hanson strives to provide clients with a breadth of strategies, premier customer service, and robust financial tools to assist them in pursuing their goals. He works closely with each client’s other trusted advisors to give him the perspective to help clients set and pursue a variety of goals.
He focuses on providing the highest level of service around developing custom tailored investment management strategies, and access to Bank of America’s banking solutions for individuals, their families and their businesses by understanding their short and long-term financial objectives. He draws on the investment insights of Merrill and the banking convenience of Bank of America to help his clients meet financial challenges — and take advantage of potential financial opportunities. Passionate about delivering excellent service, Hanson works to help individuals drive progress, make more informed financial decisions and save time.
Mr. Wong is a CERTIFIED FINANCIAL PLANNERTM professional. He is a graduate of the University Of California, Davis with a bachelor’s degree in Economics. He and his wife, Sandy, live in San Francisco and are active in the community, supporting local non-profits.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Cameron House . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
University Of California, Davis
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Bank of America, N.A.
Wealth Management Banking Specialist
January 21st, 2021|1:00 PM - 2:00 PM PST
With the Super Bowl just weeks away, guests will hear from NFL legends Peyton Manning and Steve Young as they discuss what to expect in the final matchups before Super Bowl LV. Moderated by Erin Andrews, our panel of experts will discuss key storylines and provide insight on the NFL’s remaining teams as they vie for a spot in the big game.
January 22nd, 2021|10:45 AM - 11:45 AM PST
The 2021 annual Walter E. Hoadley Economic Forecast begins with a private, off-the-record panel for guests of Bank of America and Leadership Circle members of The Commonwealth Club. This is followed by a second discussion for the general public. The programs are online-only; pre-register to receive the links to both live-stream events.
With the Biden administration taking office, unrest in our nation’s capital, surges of COVID-19, vaccine roll-out, and businesses and individual Americans reeling from financial burdens, what is the outlook for the economy in 2021? Hear from two expert panels of economic leaders and ask your questions directly to join in lively, timely discussions on where the U.S. and global economies are headed and what should be done to keep them on track.
February 11th, 2021|4:00 PM - 5:00 PM PST
Please join us for a virtual discussion with the Chief Investment Office for Merrill and Bank of America Private Bank. From virus waves to vaccines and encouraging therapeutics. From shutdowns, phased re-openings and re-imposed restrictions toward full economic recovery to a transition to a new administration likely to bring shifts in trade policy and the U.S. - China relationship. We'll examine key macro and market dynamics as well as steps investors can consider to prepare for what may lie ahead.
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 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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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 will work to help you stay on track, regardless of what the markets are doing.
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.