Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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. 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.
University Of California, Davis
Learn about the MyMerrill Mobile App.
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.
UHNW Insurance Specialist
ISG Portfolio Strategist
Bank of America, N.A.
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
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.
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.
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
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
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 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.