Tiffany Yu Group
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 also 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.
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Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
