Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Ling (Claudia) Yang is a Financial Advisor with Merrill Lynch Global Wealth and Investment Management in Bridgewater, NJ. Claudia manages wealth for high-net worth individuals, families and non-profit organizations to help achieve their investment, wealth transfer and philanthropic objectives. She also works with private business owners on financing, growing business, employee benefits and pre-transaction planning.
Powered by the Merrill Lynch Wealth Management program, Claudia is able to quickly implement thoughtful changes to a client’s portfolio. To help clients achieve their financial goals, Claudia works with a team of specialists and analysts using a broad range of financial services and strategies. Claudia takes the time to learn about her clients, and what matters most to them. With thorough knowledge about her clients, Claudia helps them to establish objectives, develop appropriate investment strategies to connect all pieces of their financial life, based on risk tolerance, time horizon, liquidity needs and overall investment goals.
Claudia works with her clients in the following key areas.
- Investment Management: Traditional Investments
- Strategies for Optimal Risk Adjusted Returns
- Retirement Planning (incl. 401(k), IRA, SEP IRA, Roth IRA conversion strategies)
- Corp Retirement Planning including Defined Benefits
- Alternative Investments and Private Equity
- Employer Stock (ESPP, RUS) and Option Risk Management
- Trust, Estate and Wealth Transfer Planning
- Credit and Lending Solutions for Business and Individual through Bank of America, N.A. (Residential and Commercial All Over US)
- Insurance Policies including Life Insurance, Annuity Planning and Long-term Care
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Claudia also focuses on financial needs of Chinese speaking clients especially first generation Americans. Claudia helps them preserve and build upon their wealth, so they are free to focus on their careers, families, communities and activities that enrich their lives.
Prior to joining Merrill Lynch, Claudia worked as a senior financial analyst at Los Angeles Times. Claudia also spent time as a senior consultant at SAP and a manager at Alcatel. Claudia has broad experiences in consulting, financial planning & forecast, financial modeling, business analysis, and operations optimization. Claudia was also a business owner along with her family of a popular Thai restaurant in Warren, NJ.
Claudia graduated from University of Southern California with an MBA in Finance. She speaks fluent English, Chinese, Mandarin and Shanghainese. Claudia would welcome assisting any clients in need of translation skills. In her spare time, Claudia enjoys traveling, yoga, interior design and culinary arts.
Claudia believes that every client needs a resource who understands what matters most to them today and in the future. Claudia will help the clients to find powerful, innovative and customized ways to connect all pieces of their financial life. Claudia’s goal is helping clients achieve the lifestyle they want.
Chinese, English & Mandarin
University of Southern California, MBA
Dong Hua University
University of Southern California
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Drawing from our experience and the best thinking of Merrill Lynch, 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.