Lijun He

Change is constant, and disruption is the new norm. As a financial advisor, I stay at the forefront of capital markets and global innovation so my clients don’t have to. I provide busy, successful individuals with streamlined access to comprehensive financial services — combining the investment insights of Merrill with the banking convenience of Bank of America.
Over the years, I’ve advised on a wide range of financial strategies, including:

• Tax-smart planning strategies for high-income earners
• Diversification of concentrated stock and real assets
• Liquidation strategies for highly appreciated assets
• Retirement plans for business owners and their employees
• Gifting and estate planning strategies
• Philanthropic giving vehicles for nonprofits and endowments
• Retirement and education planning
  
  My passion for this work was reaffirmed while helping a philanthropist friend with legacy planning — a deeply fulfilling experience that highlighted the power of financial freedom and meaningful wealth transfer. I love being a financial advisor because it’s a career rooted in lifelong learning, integrity, and discipline.
  Community involvement is central to my life and work. My doctoral education in philanthropy, combined with my family's deep commitment to the medical profession, fuels my passion for civic engagement, education, and healthcare. I serve as Vice President of the Board of Directors for the P.E.A.R.L Institute of New York and regularly speak on philanthropy for nonprofit organizations across the U.S. and internationally.
  *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
  
  *Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.