Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Roy is a financial advisor in Merrill Lynch Wealth Management’s flagship office located at 75 Rockefeller Plaza. Roy started his financial career in 1995 and joined Merrill Lynch Wealth Management in 2015. Prior to joining Merrill, he spent the majority of his career as an analyst and portfolio manager in the asset management industry. Given his extensive investment experience, Roy offers a distinct perspective with respect to investments and long-term wealth management, and thus can provide goals based advice that allows his clients to make better financial decisions.
Roy's service model is geared towards families and business owners who value a single point of contact for all of their financial needs. He provides customized financial solutions which are based upon each client’s investment objectives, time horizon, liquidity needs and risk tolerance. These strategies are designed to help clients achieve their long term financial goals and give them the confidence when it comes to their future.
Roy's main areas of focus include investment strategies, education and retirement planning services, wealth transfer, and business solutions.
Roy holds a Bachelor of Science degree in Economics with a concentration in Finance and Accounting from the Wharton School of the University of Pennsylvania.
Chinese & English
Wharton School of Business University of Pennsylvania
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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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
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Your advisor is a click away through our Secure Inbox and texting application
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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.