Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dione’s commitment to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Her focus is on forming long-term relationships and addressing all aspects of clients’ financial lives. Dione takes a very hands-on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.
Dione uses a defined process to create individually customized wealth management strategies and provides clients with personalized solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Together with a team of specialists in different areas of experience, Dione offers clients a wide range of services based on their needs, including: portfolio design and management, education funding and retirement planning, estate and trust planning services, as well as liability management, tax minimization and asset preservation strategies.
Dione joined Merrill Lynch as a Financial Advisor in 1993.She is a graduate of the University of California Santa Cruz, where she earned her Bachelor Degree in Economics with emphasis in International Business. She also holds the designation of Chartered Retirement Planning Counselor"SM"(CRPC®).
Dione is fluent in Cantonese, Mandarin and Vietnamese. She enjoys travelling and spending family time with her husband, King, and their two daughters, Shelby & Sydney.
CRPC® Chartered Retirement Planning Counselor"SM" are registered service marks of the College for Financial Planning.
Mandarin, Yue(Cantonese) & Vietnamese
University of California Santa Cruz
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.