Tiffany has been with Merrill for over 25 years and brings extensive wealth planning and investment management experience to clients. Prior to her role as Private Wealth Manager, Tiffany headed the municipal bond trading desk for over a decade and possesses technical knowledge in the fixed income markets. Tiffany focuses on helping high net worth individuals and families with investment management, risk minimization, tax minimization strategies, estate planning services and philanthropic planning. She is also a Certified Divorce Financial Analyst®, CDFA® professional and works with clients and attorneys through the financial aspects of divorce.
Tiffany graduated Cum Laude with a B.A. from University of California, Los Angeles and received her M.B.A from the UCLA Anderson School of Management. She also studied at Sophia University in Tokyo. She speaks Korean and Japanese, and is also a classical pianist.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.