Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Top Women Wealth Advisors Best-in-State” 2022, 2023
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Forbes "America's Top Women Wealth Advisors" 2021
Published on March 24, 2021. Rankings based on data as of September 30, 2020.
Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
Published on November 8, 2022. Rankings based on data as of March 31, 2022.*
Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020, 2021
Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.
Sally Cai, CFP®, CRPC, Senior Vice President, Senior Financial Advisor is devoted to servicing the needs of affluent families and businesses. She has experience in the Financial Services industry since 1997. She is a CERTIFIED FINANCIAL PLANNER™ professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc. She has also earned the Chartered Retirement Planning Counselor designation.
Named the the Forbes "Top Women Wealth Advisors Best-in-State” 2022, 2023
(*Published annually in February. Rankings based on data as of Sept 30 of prior year.)
Named to the Forbes “Best-in-State Wealth Management Teams” 2023
(*Published on January 12, 2023. Rankings based on data as of March 31, 2022.*)
Named to the Forbes “America’s Top Wealth Management Teams High Net Worth" 2022
(*Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
Named to the Forbes "America's Top Women Wealth Advisors" 2021
(*Published on March 24, 2021. Rankings based on data as of September 30, 2020.)
Named to the Working Mother/SHOOK Research's "Top Wealth Advisor Moms" 2020, 2021
(*Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.)
Sally focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Her access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. Sally is driven by her passion for delivering excellent service and helping clients pursue their goals.
Sally’s wealth management approach is specifically designed to address the needs of affluent families and small to mid-sized companies through employing an objective and systematic process in offering effective financial strategies. Anchored by a needs assessment process, she commits her efforts in providing clients with sound advice on creating long term financial goals, developing an asset allocation policy, strategically customizing and implementing investment solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation, and reviewing performance regularly and proactively. Sally’s services and core principles are aligned with the interests of her clients to deliver disciplined strategies in all market cycles.
Sally graduated from Lubins School of Business summa cum laude in Finance and Management Information Systems. She follows the deep-seated Merrill tradition of participating in the communities she serves. This drives her interest in spending time volunteering with organizations in the community.
Chinese & English
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Alternative Investments Regional Specialist
Bank of America, N.A.
Wealth Strategist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #808005
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and 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 Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
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