Lijun He
Financial Advisor
NMLS #1987277
14636 N Scottsdale Rd
Scottsdale, AZ 85254
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Every client is entitled to be served with highest professional and ethical standard. I aspire to bring joy, confidence, and clarity to my clients through the journey of financial planning and asset management. After spending early life in Indianapolis, New York and Seattle, I currently live in north Scottsdale with my husband who is a medical oncologist and 2 young kids aged at 6 years and 1 year old.

I help clients with financial strategies and investments designed to achieve whatever goals the clients may have. A client's individual goals, priorities, and risk tolerance drive the financial strategy we will build together. 

I provide busy, successful individuals with one-stop shop financial services access. With the investment insights of Merrill and banking convenience of Bank of America, my fellow financial professionals and I work as a team to help clients build, manage, preserve, and transition wealth. Our services include investments, banking, risk management, and access to trust and estate fiduciary services.

Originally coming from an academic background, I have extensive experience conducting research on and working with high-net-worth individuals on their wealth strategies related to philanthropy. I subsequently entered the finance industry with a deep commitment to help people turn their stories into sustainable impact through thoughtful wealth planning and management. I currently hold the FINRA Series 6, 7, 63 and 66 registrations as well as insurance licenses on life, disability and long-term care.

As a mother, wife, and active community volunteer, I understand the importance of saving, investing, and giving as individuals and families.  My approach to the client relationship include:

  • Putting client interests first
  • Valuing and upholding the client relationship
  • Guarding client confidentiality
  • Stewardship of client wealth with care, skill, and prudence
  • Communications with the client in an honest and timely manner
  • Drawing upon some of the best resources and experts to help meet the needs of the clients

Community involvement is an integral part of my life and how I interact with clients and communities. My Doctoral education in philanthropy and my family members' dedicated service to the medical profession infuses me with passion for civic engagement, education, and healthcare. I currently serve as board of directors for the Torrey Project, a social impact investment and catalyst organization in San Diego, and as board of directors for the Matchbox Foundation, a nonprofit supporting education equity in Seattle. I have been a regular speaker on philanthropy for a variety of nonprofits in the U.S. and abroad.

*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.
About Me

As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized investment strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.

Meet Our Professional Staff
Eric M Lopez Farmer
Registered Wealth Management Client Associate
Additional Resources
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.
Courtney Coker
Wealth Management Banking Specialist
Steven Ngo
Wealth Management Lending Officer
NMLS #630008
Brad Frandsen
Wealth Strategies Advisor
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Lijun He is registered to do business in AK, AZ, CA, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, NC, NV, NY, OR, TX, VA, WA.