Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Mariana Ng Meyerson has been in the financial service industry since 1985 with experience in multiple countries, and joined Merrill Lynch in 2011 from Morgan Stanley.
Mariana focuses on with business owners and corporate executives particularly in financial services industry. She actively listen to client’s goals & values in order to provide clients with thorough & thoughtful strategies from our enterprise capabilities including Merrill Lynch, Bank of America banking and US Trust services, and from working collaboratively with clients other trusted advisors including legal & tax.
She is supported by a team with over four decades of experience in investments, estate planning services, intergenerational wealth transfer, philanthropic and lending. Mariana has established a strong and consistent track record of serving clients, helping to grow and preserve their wealth through major economic and market cycles and major life events.
She is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why she offers access to Wealth Management Lending Officer from Bank of America, N.A. who can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into overall investment strategies. (The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.)
Her approach to wealth management is consultative, goal based process, and she is committed to client service excellence. First, she takes the time to listen to and review client financial situations, preferences and goals. Second, she offers recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, she follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
Mariana Ng holds the Chartered Retirement Planning Counselor (CRPC®) designation. She is also a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Prior to joining Merrill Lynch, Mariana was with a Morgan Stanley Wealth Management team focusing on ultra-high net worth domestic and Canadian clients.
Mariana was also the co-founder of DSM Associates, a $4Billion boutique investment banking firm serving middle market private business clients in M&A, cap raising and recapitalization.
Mariana had previously spent seventeen years with American Express in New York, Taiwan and Hong Kong. Her roles included 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. Her responsibilities included leading 70 people sales / marketing team; working with McKinsey, Mitchell Madison, A.T. Kearney management consultants to fundamentally restructure businesses, and to gain cross functional, geographic, strategic vendors and business lines buy-in to transform the enterprise.
Mariana earned a Bachelor Degree in Economics, majoring in accounting and law from Sydney University, Australia. She is a qualified member of Australian Society of Accountants.
Mariana enjoys skiing, golf, tennis and scuba diving. She supports the American Ballet Theatre, Broadway Cares, International Dyslexia Association.
Mariana has a daughter and lives in Westchester, NY.
Chinese & English
University of Sydney
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 642159
Sr Structured Credit Exec-R
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
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.