Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
Mariana Ng Meyerson is a Senior Financial Advisor, and is fluent in Mandarin & Cantonese Chinese and English.
As a Senior Financial Advisor with Merrill Lynch Wealth Management, my investment advice and strategies are guided by understanding Client’s goals, risk tolerance, time horizon and liquidity needs. When you succeed, I succeed.
With 20+ years in financial service industry, I joined Merrill in 2011 and today focus on high net worth business owners, corporate executives, professionals, retirees, as well as small to mid-size companies and non-profit institutions.
For those nearing retirement, I consider inflation, health care, long term care costs and other factors to help them design retirement accumulation, retirement income, pension and wealth transfer strategies to pursue their desired lifestyles.
For corporate executives, I offer guidance for diversification strategies for concentrated stock positions.
For business owners and non-profit institutions, I can help them with cash and liquidity investment management, build company benefit plans and provide access to Bank of America for commercial banking & lending needs as well as IPO, corporate finance needs. I also provide guidance on business owner business succession strategies.
For ultra-high net worth families, I help them with trust and estate planning services, wealth transfer strategies and philanthropic strategies.
I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
My job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.
My approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth, I am committed to helping you address your financial objectives at every stage of your life.
I am supported by a team with over four decades of experience in investments, trust & estate planning services, intergenerational wealth transfer, philanthropic and lending.
As a Senior Portfolio Advisor, I can help you pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third party investment strategies.
I also hold the Chartered Retirement Planning Counselor (CRPC®) designation.
Prior to joining Merrill Lynch Wealth Management:
Morgan Stanley Wealth Management
DSM Associates Consulting- COO, a boutique investment banking consulting firm serving middle market private business clients in M&A, cap raising and recapitalization.
American Express - VP Global Advertising & Marketing Agency Contract & Procurement, VP Center of Competence, VP Aggressive Sourcing, VP Re-engineering & Change Management, Director of Taiwan sales & Marketing, Regional Director Business Planning and Financial Analysis, Asia Pacific Aust/NZ region.
Exxon Corporation – Sr Business Analysts
I earned a Bachelor Degree in Economics, majoring in accounting and law from Sydney University, Australia. I am also a qualified member of Australian Society of Accountants and am native bilingual in Mandarin & Cantonese Chinese and English.
Chinese & English
University of Sydney
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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.