Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Jane has worked in the financial industry since 1999. Early in her career, she helped manage HP’s worldwide foreign exchange and cash management operations, optimizing short term returns on over $1 billion on a daily basis. She also worked as an analyst at a GSE institution, focused on fixed income products including debt derivative analysis. This allowed her to deepen her understanding of the capital markets and client’s needs for suitable financial tools.
Jane joined Merrill Lynch Wealth Management San Francisco in 2010 and has become a specially qualified Senior Portfolio Advisor. In addition to providing holistic advice and guidance, James draws her experience to help clients pursue their objectives by building and managing custom investment strategies. An avid reader and lifetime learner, Jane kept educating herself on all aspects of financial planning and portfolio management, so that clients can count on her knowledge and professionalism. Jane holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute.
Jane earned her MBA degree from Carnegie Mellon University. In her spare time, she is a fearless skiier and loves trekking around the scenic hills and valleys of the Bay Area.
Portfolio Manager Bio
Jane concentrates on developing investment strategies for high net worth individuals and business owners. She is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Chinese & English
Carnegie Mellon University, MBA
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.
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.
ISG Portfolio Strategist
Merrill Lynch
Trust Specialist
Bank of America, N.A.
Retirement Specialist
Merrill Lynch
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.
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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.
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