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Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
With more than 35 years’ experience in the financial industry, Maureen is dedicated to providing clients with individually tailored financial and wealth management strategies and potential solutions. At the heart of Maureen's philosophy is a passion to build enduring client relationships through a commitment to provide relevant guidance and outstanding service.
She advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies using a defined process. This process includes portfolio design and management, liability management, tax minimization, and asset preservation with a specific emphasis on helping to ensure a lifetime retirement income stream and wealth transfers to future generations. This process is goal-based and performance driven.
Based in the Silicon Valley, she works closely with high net worth families, executives, as well as clients from Asia. She has experience working with clients to assist them with managing foundation and endowment assets. Part of her work as a Retirement Benefits Consultant also entails assisting companies with providing retirement benefits for their employees through programs such as 40k and deferred compensation plans. Maureen also has experience working with non-profit entities assisting them in asset management and meeting spending goals.
Maureen has keen interests to promote financial literacy among young people. Working with the Merrill Foundation, she has been active in promoting programs such as the Stock Market Game in K-12 schools in her community. She has served on boards at the YWCA and St. Andrew’s School.
Born in Singapore, Maureen graduated from the University of Singapore with a Bachelor’s degree in Social Sciences, Economics (Hons). She joined Merrill Lynch Wealth Management in 1985 after a career in journalism at the Business Times in Singapore and after founding two technology businesses in Singapore.
Maureen was named to the Forbes “America’s Top Women Wealth Advisors” list in 2020 and 2021 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year) and the Forbes “Best In State” list in 2019, 2020, 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor, CPFA designations.
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.
Mandarin & Chinese
National University of Singapore
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.
Wealth Management Banking Specialist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #720842
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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
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