Joan Tsuei is a Financial Advisor at Merrill Lynch Wealth Management. She joined Bank of America in 2016 and has over 12 years of industry experience in finance. Joan manages wealth for high net worth families, corporate executives, and private business owners. Her area of focus is serving clients concerned with preserving assets, tax-efficient financial strategies and charitable giving. Additionally, she has her Retirement Accredited Financial Advisor certification to assist business owners with developing 401(k) plans and appropriate retirement benefit plan solutions. She holds the FINRA SIE, Series 7, Series 66 registrations, and Life and Health Insurance Licenses.
Joan has always had a passion in following the financial markets, analyzing business trends, and being involved in her local community. She started her career in finance in 2011 and has background in private equity, management consulting, start-up initiation, lending, and business development. She was an analyst for 4 years prior to transitioning into an advisory capacity.
Among some of her achievements, she attended college at the age of fifteen, received her Bachelor's Degree from University of California, Los Angeles, and has been rewarded with several Certificates of Special Recognition from U.S. Congress, U.S. Legislature, California Senate, and County of Los Angeles for her community involvement. Philanthropy is an area Joan is passionate about, which has led her to fundraise for charities for over 15 years.
At Bank of America Merrill, she is involved in the executive women leadership team, Women Leading Los Angeles (WLLA), is a mentor for the Women's Exchange, serves on the Multi-Cultural Women Ready to Lead (MCWRTL) Committee, is a part of the Asian Business Council, and is a co-chair of the Leadership Development Program Committee (Mentorship Program) for the SoCal Asian Leadership Network. Additionally, Joan serves as a Board Member Intern for the Asian American Professional Association. She is also the Director of Internal Affairs and executive board member of her business fraternity, Alpha Kappa Psi - L.A. Chapter. On her free time, Joan enjoys playing tennis, golf, HIIT, hiking, and exploring L.A.'s culinary scene.
*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.
*Merrill Life Agency's California License Number 0522776
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.
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.
