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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. 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.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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

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.

Rachel Kanter

Rachel Kanter

Investment Solutions Group Portfolio Strategist

Bank of America, N.A.

Paul Stauffer

Paul Stauffer

Trust Specialist

Bank of America, N.A.

Maggie Kabajouzian

Maggie Kabajouzian

Wealth Management Banking Specialist

Merrill

Past Events

Virtual Preview: NFL Playoffs

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.

    Virtual Event: 2021 Walter E. Hoadley Annual Econ Forecast Private Panel

    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. 

      Virtual Event: 2021 Market Outlook - The Gateway To The New Frontier

      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.

        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.

        Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

        Focus On Individuals, Families and Small Businesses

        I believe that financial success can be achieved when you’re able to make 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 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

        This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

        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.

        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
        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        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 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.



        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.



          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.

          #DigitalMerrill

          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.

            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.

            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.