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
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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.
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