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Hanson Wong

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Profile

Hanson Wong has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2019.  His focus is on developing strategies and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives.  Hanson Wong holds the CFP® certification.  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.

  • EDUCATION

    University Of California, Davis

Professional Staff

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.

Additional Resources

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.

Dusty Farber

Dusty Farber

UHNW Insurance Specialist

Merrill Lynch

Rachel Kanter

Rachel Kanter

ISG Portfolio Strategist

Merrill Lynch

Paul Stauffer

Paul Stauffer

Trust Specialist

Bank of America, N.A.

Past Events

Virtual Seminar: Securing and Protecting Personal Information

May 7th, 2020

Retired FBI Agent, Jeff Lanza, will be discussing cyber security and preventions that can be taken to keep information safe in a digitally adapting world, as well as the threat of COVID-19 on cyber security.

Jeff Lanza was a tenured FBI Agent who investigated cybercrime, fraud, organized crime, human trafficking, and terrorism. Lanza also appears regularly on CNBC’s Closing Bell and Power Lunch, the Fox News Channel, Larry King Live, the Today Show, and Good Morning America.

Session 1: 1:15pm PST 

Session 2: 5:00pm PST

    Virtual Seminar: The Current Cyber Security Landscape

    June 17th, 2020|4:00 PM - 5:00 PM PST

    Merrill Presents: The Current Cyber Security Landscape
    Join our panel of experts as they discuss the current state of Cyber Security and the evolving threat landscape.

    Topics

    • Cyber Security trends
    • Maintaining strong security practices while working from home
    • Stories from the front lines of Cyber Security

    Speakers
    Benjamin Tweel, is a Cyber Security Officer in Bank of America’s Global Information Security team and is currently driving customer cyber security education and awareness. Ben’s past responsibilities have included roles in incident response, vulnerability testing and remediation, and vendor contract security reviews to support business goals.

    Jim Scopis, is a Senior Information Security Officer with Bank of America’s Cyber Threat Intelligence and Customer Protection Team.  His responsibilities have included Information Security architectural solutions and enablement as well as driving cyber security awareness programs to multiple lines of business and technology.

      Virtual Seminar: Savvy Women, Smart Investors - Take Charge of their Financial Future

      June 25th, 2020|1:30 PM - 2:30 PM PST

      Merrill Presents: Savvy Women, Smart Investors
      Take Charge of Your Financial Future

      Your financial decisions today help set you up for a secure future.  Learn to make them well!  We’ll cover financial matters relevant to you and how to balance current needs and long-term goals, like retirement and caring for loved ones.

      You’ll leave equipped with the knowledge and confidence to take your financial journey — wherever you may want to go.

      Speaker
      Susan E. Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®).  She has been with MFS for more than 25 years and has more than 30 years of experience in the financial services industry.  Susan has lectured widely and is frequently invited to speak on ideas that develop strong generational reach and philanthropic planning.



      WebEx: Virtual Seminar

        Where do we begin? It starts with you.

        At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

        Understanding Your Life

        Welcome

        My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Approach

        I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

        Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

        Capabilities

        My  process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Focus On Individuals and Families

        I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

        • Health: Managing healthcare expenses, now and in the future
        • Home: Upsizing, downsizing, remodeling or buying a vacation home
        • Family: Taking care of your family and other people in your life
        • Leisure: Spending your free time in meaningful ways
        • Giving: Volunteering, mentoring others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

         

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        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.


        Periodic reviews to help you
        stay on track

        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.


          Monitoring changes in your life
          and to your goals

          Your life and goals change. As these changes occur, we can update your approach to reflect them.

          Wealth Management Your Way

          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

            Let’s Have a Conversation

            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.

            Why Merrill?

            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.


            Merrill_Capabilities_Brochure.png  

            We put you first, every day.
            Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

            Personalized advice from a dedicated financial advisor.

            We get to know you and your family, your financial situation and what matters most to you.

            A comprehensive approach, built around your life’s priorities.

            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.

            Adjusting your investment approach as your life and the markets change.

            We will work to help you stay on track, regardless of what the markets are doing.