Profile

With more than 35 years’ experience in the financial industry, Maureen is dedicated to providing clients with individually tailored financial and wealth management strategies and potential solutions. At the heart of Maureen's philosophy is a passion to build enduring client relationships through a commitment to provide relevant guidance and outstanding service.

She advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies using a defined process. This process includes portfolio design and management, liability management, tax minimization, and asset preservation with a specific emphasis on helping to ensure a lifetime retirement income stream and wealth transfers to future generations. This process is goal-based and performance driven.

Based in the Silicon Valley, she works closely with high net worth families, executives, as well as clients from Asia. She has experience working with clients to assist them with managing foundation and endowment assets. Part of her work as a Retirement Benefits Consultant also entails assisting companies with providing retirement benefits for their employees through programs such as 40k and deferred compensation plans. Maureen also has experience working with non-profit entities assisting them in asset management and meeting spending goals.


Maureen has keen interests to promote financial literacy among young people. Working with the Merrill Foundation, she has been active in promoting programs such as the Stock Market Game in K-12 schools in her community. She has served on boards at the YWCA and St. Andrew’s School.

Born in Singapore, Maureen graduated from the University of Singapore with a Bachelor’s degree in Social Sciences, Economics (Hons). She joined Merrill Lynch Wealth Management in 1985 after a career in journalism at the Business Times in Singapore and after founding two technology businesses in Singapore.

Maureen was named to the Forbes “America’s Top Women Wealth Advisors” list in 2020 and 2021 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year) and the Forbes “Best In State” list in 2019, 2020, 2021 and 2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year). 

She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor, CPFA designations. 

*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.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.