Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
At the Global Wealth and Investment Management of Merrill Lynch, Ban is a Senior Vice President-Wealth Management Advisor, holds the designations of Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) with a principal focus on wealth management services for affluent clients, retirees, small businesses, and non-profit organizations. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Together with Merrill Lynch specialists in different areas, Ban offers clients a range of services including financial strategy, retirement planning, estate planning issues, college planning and investment portfolio strategies. He is one of the senior partners of the MacNamara, Dill, Tran, Krashin, Harting & Burnette Group, which focuses on managing investment portfolio using low cost, tax efficient Exchange Traded Fund (ETF) indexes.
Ban graduated from University of Pennsylvania with a B.A. in Economics and International Relations and has a M.B.A. in International Finance from George Washington University. Ban joined the Global Wealth and Investment Management of Merrill Lynch in 1999. Prior to joining Merrill Lynch, he had fifteen years of experience in trade finance, international banking and foreign exchange.
Ban lives in Springfield, VA with his wife, Renee, and his two daughters, Melanie and Ashley. In his spare time, Ban serves on various community boards. He enjoys yoga, basketball, and is an avid marathon and triathlon participant.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
George Washington University
University of Pennsylvania
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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.
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