Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
555 CALIFORNIA ST
SAN FRANCISCO, CA 94104-1503
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As a financial advisor, Jane Wang has 20+ years of investment management, analysis and research experience in the financial markets. Upon receiving her MBA degree from Carnegie Mellon University, Jane started her career as a mutual fund consultant for Liberty Mutual Group in Boston, Massachusetts. She later joined Hewlett Packard’s Treasury team in Palo Alto, California. She helped optimize short term returns on a multi-billion dollar portfolio on a daily basis; and monitored operations of HP’s debt issuance/repayment, stock re-purchase, equity investment and inter-company loan program.
Five years later, Jane brought her experience and knowledge to the Federal Home Loan Bank of San Francisco where she spent time on fixed income product analysis and development, including GSE credit issuance and derivative analysis.
At Merrill Lynch Wealth Management, and during her 9-year tenure, Jane has been consistently a high performing financial advisor with the firm.
Jane received her B.A. degree in English Literature, receiving the Dean’s Distinction Award from Wuhan University, China. She earned her MBA degree from Carnegie Mellon University where she was awarded a high achievement scholarship. She served on the program advisory committee of the Chinese Finance Association until 2014.
Jane is a designated Chartered Financial Analyst (CFA®) charter holder, and takes pride in her investment knowledge and deep wealth management capabilities. Jane lives in San Mateo, and enjoys traveling, tennis, hiking, skiing, and spends a good part of her personal time 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
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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.
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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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.