Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
1211 SW 5TH AVENUE
PORTLAND, OR 97204-3793
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Sun is a dedicated financial services professional who focuses on working with families, individual investors and business owners to define and help achieve their financial goals. Recognizing that the complexity of client’s needs requires extensive knowledge, Sun works with Merrill Lynch and Bank of America specialists to assist in retirement planning services with a specific emphasis on a lifetime income stream, education savings, estate planning services, and insurance and asset preservation.
Each family and business owner has unique financial circumstances requiring individualized attention. Sun works closely with clients and other trusted advisors—including attorneys and accountants—to help ensure that clients’ needs are taken care of. It is important to take the time necessary to listen and thoroughly understand clients before helping them build a solid foundation on which to make their financial decisions with confidence.
Sun Lee joined Merrill Lynch in 1996. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and is a Certified Private Wealth Advisor® certificant, a designation awarded by the Investments & Wealth Institute™ (The Institute). Sun also holds the Chartered Retirement Planning CounselorSM designation. She received her MBA from the University of Oregon.
Sun speaks fluent English and Korean.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Korean
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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.