Megan Lui
My "why" is simple: helping people gain clarity, confidence, and peace of mind around their financial future.
I find the greatest satisfaction in building meaningful relationships and working alongside clients as a partner in pursuing their goals. By taking the time to understand what drives you, I create personalized financial strategies designed to support today's priorities and tomorrow's aspirations.
I work with a range of clients but have a unique understanding of professionals in the technology and healthcare sectors. I also have unique experience with assisting social media influencers and entrepreneurs navigate the complexities of wealth accumulation, financial planning, and long-term success. My goal is to make the finance easier to understand and to serve as a trusted resource throughout every stage of a client's journey.
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.
