Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With over 30 years in the financial services industry, Betty (Anh) Hoang Brow joined Merrill Lynch in 2016 and today focuses on developing strategies and advice for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Betty obtained both her bachelor’s degree in business administration, with a concentration in economics and Chinese studies, and a Master of Business Administration (MBA) degree in finances from the University of Maryland. She lives with her family in Honolulu, Hawaii, and is active in the community. Betty serves on the boards of a number of non-profit organizations, including being the current President of the Vietnamese-American Chamber, past president of the Chinese Chamber, vice-chair of the Hawaii-Pacific Export Council, executive committee member of the Japan-America Society, member of the Advisory Board of Governors for the Daniel K. Inouye Asia-Pacific Center for Security Studies, and a member of the board of governors of the Filipino Community Center.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as the various ehtnic chamber organizations, the Rotary Club of West Honolulu, Friends of East West Center and other volunteer work.
Vietnamese, French & Mandarin
University of Maryland
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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.
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*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.
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We will work to help you stay on track, regardless of what the markets are doing.