Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Jane is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco, California. She joined Merrill in 2010 and today she draws on her extensive experience to help a diverse clientele simplify and coordinate various aspects of their financial lives. Her international experiences provide her with a unique vantage point of global markets and an understanding of complex economic and financial strategies. Jane also has a depth of savvy making curated connections for her clients to people and resources that can make a material impact on their personal and professional lives.
Many of Jane’s clients are successful first-generation wealth creators and entrepreneurs who are concerned with preserving, growing, and transferring their wealth to future generations.
Highly analytical, hardworking, creative, and full of intellectual curiosity, Jane takes pride in her ability to explain complex topics in clear terms to help her clients understand her recommendations and make informed decisions about their wealth management. An avid reader and a lifelong learner, she enjoys researching macro and microeconomic issues that may affect her clients’ portfolios. She recognizes the impact of global trends on financial decisions and develops strategies that consider the connections between the world’s economies and markets.
Jane began her career in the financial services industry in 1999 with Hewlett-Packard Treasury. While there, she helped manage its worldwide foreign exchange and cash management operations. She later joined a GSE institution as an analyst, focused on fixed income products including debt derivative analysis.
Jane earned her M.B.A. in finance from Carnegie Mellon University in Pennsylvania. She holds the Chartered Financial Analyst® (CFA®) and Certified Plan Fiduciary Advisor, CPFA® designations and is a member of the CFA® Institute.
Jane has an adventurous spirit with her personal pursuits and enjoys trying a wide variety of activities. A fearless skier, she also enjoys tennis, surfing, trekking around the scenic hills and valleys of the Bay Area, and recently pickleball. Jane is also currently learning to play piano and takes great pride being a doting “Auntie” and “Godmother” to the children in her life.
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.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #483747
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Strategist
Merrill
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.