Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Our experts examine the forces that are changing the world – and how they may impact your life
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, 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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.