Mariana Ng Meyerson

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Profile

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.

  • LANGUAGES

    Chinese & English

  • EDUCATION

    University of Sydney

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Conor O'Keefe

Conor O'Keefe

AI Regional Specialist

Brenda Dolan

Brenda Dolan

Trust Specialist

John Grassia

John Grassia

Sr Structured Credit Exec-R

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance based on your goals and priorities- for yourself, your family, and your business. Our wealth management strategy places the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, I will recommend suitable financial strategies designed to help you pursue your goals, assist you as you track progress toward them and work with you to adjust your strategy over time, as needed.

Philosophy

We live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are amended. That's why I believe that you and your situation are the best starting points from which to help plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. Because by understanding you and your priorities, I can more effectively offer my experience and resources and help you build a financial framework that is rooted in the unique complexities of your life.

Approach

No two investment strategies are alike because no two investors are alike. I'll examine several components - your life priorities, investment personality and financial situation - to help create an actionable strategy with personalized advice and measurable goals. I'll be with you every step of the way, helping you track progress to your goals and working with you to adjust your investment strategy over time, as needed.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. My ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with strategies for transferring wealth to the younger generation.



Focus On Individuals, Families, and Small Businesses

I believe that true financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Your Financial Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

<br />Regular reviews to help you stay<br />on track

Regular reviews to help you stay
on track

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.

    <br />Monitoring changes in your life<br />and to your goals

    Monitoring changes in your life
    and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

    Wealth Management Your Way

    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

      Let’s Have a Conversation

      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.

      Why Merrill Lynch?

      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.


      Merrill_Capabilities_Brochure.png  

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      Getting to know you is our primary goal.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

      Adjusting your plan as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.