Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill financial advisor, it is always my passion to focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Accessible, knowledgeable and experienced, I am always committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
I have been in financial industry and played some major roles in international financial institutes, I strive to achieve professionalism and excellence in what I deliver.
I welcome the opportunity to show you how we can work together to help create financial strategies designed around you, your goals and your aspirations.
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 artwork charity . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Chinese & English
The Chinese University of Hong Kong
Learn about the MyMerrill Mobile App.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.