Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lei Shan has over twenty years of experience, with Goldman Sachs, Credit Suisse First Boston, Donaldson, Lufkin & Jenrette and Merrill Lynch.
Lei works extensively with wealthy families, and as well as institutions. As their advisor, she consults with clients to determine their needs. Together with the clients, they build a customized and holistic plan to pursue clients’ goals.
Lei graduated a Fuqua Scholar with an MBA from the Duke University. She also holds a Master of Science in Molecular Biology from Vanderbilt University.
Lei has been featured in Atlanta Journal Constitution’s “Movers and Shakers”, Women’s World, and Atlanta Business Chronicle. Lei’s volunteer activities focus on those less fortunate and include work at the Atlanta Day Shelter for Women and Children as well as Habitat for Humanity. She also served on the Executive Board for Georgia China Alliance, as well as on the board for Carver Family YMCA. Lei grew up in Mainland China, and speaks fluent Chinese. She lives in Atlanta with her husband Ron Stockton, as well as their two children. An avid traveler, Lei is a certified scuba diver, triathlete, and she enjoys the outdoors.
Chinese & English
Beijing Normal University
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.