Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I joined Merrill Lynch Wealth Management as a Financial Advisor in 2002 because I enjoy working with successful people who are trying to achieve peace and harmony in their financial lives. I do this for their own sake as well as for the family and friends that depend on them.
I have earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc as well as their Chartered Retirement Planning Counselor designation because I believe the most well intentioned professionals care about staying educated and informed about all things related to their client’s financial life.
I work directly with successful individuals who believe in the value of high-quality service, integrity, and dedication in their Financial Advisor. They care about their goals and are curious about ways to improve their investments. They also believe in a goal-oriented wealth planning approach, where needs are first identified, and customized strategies are offered that best meet their needs.
Prior to becoming a Wealth Management Advisor, I worked as a management consultant at Booz Allen & Hamilton advising financial institutions, a corporate strategist at Morgan Stanley Asset Management, and a Vice President of Global Corporate Strategy at Merrill Lynch Investment Managers. All of my experiences gave me a distinct and varied base of knowledge. So in 2002, I decided to switch my focus and apply my skills to real people who need real help.
Happily, I obtained a B.S. cum laude in Finance from New York University's Stern School of Business in 1992 not realizing one day how valuable it would be in my chosen profession, and an M.B.A. from Columbia University in 1997. I also completed the executive course "Pensions and Investment Management" in 2000 at the University of Pennsylvania's Wharton School. I have a passion for travel. My goal which I have succeeded in so far, is to travel to more countries than my age (51+ countries so far), and I am conversant (in varying degrees of fluency) in six languages: English, Chinese (Hokkien dialect similar to Taiwanese), Spanish, Italian, Malay, and Thai. I play Badminton competitively (Division C/III level) as well as enjoy hiking, biking, pilates and barre, and this helps keep me physically and mentally at my best.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Thai, Chinese, English, Italian, Spanish & Taiwanese
New York University
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.
ISG Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.