Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sylvia S. Han is a Wealth Management Advisor at Merrill in Boston, MA, where she enjoys working with clients to provide responsive and customized service so that they are free to pursue their careers and business interests, contribute philanthropically, and spend cherished time with family and friends. Using expertise developed as a global portfolio manager and analyst at institutional investment firms, she understands the importance of portfolio risk control and being responsive to opportunities in the market. She has a strong interest in socially responsible and ESG investing as well as goals-based wealth planning, and offers seamless access to our top-ranked firm-wide resources.
While not at work or spending time with family, Sylvia devotes time to her community of Lexington, MA by volunteering as a committee member for the Lexington Education Foundation, non-profit supporting the town’s schools. In addition, she serves as a committee member of The Boston Club and board member for ATASK, a charitable service organization. These experiences have engaged her in advocating for others and helping them succeed.
Sylvia earned an undergraduate degree in economics from Cornell University, and later received an MBA at Boston University. She holds the Chartered Financial Analyst® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Institute and the Financial Planning Association.
*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
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.
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.
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.
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Your advisor is a click away within our site or mobile apps
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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.