Nikki Wang

Nikki provides integrated strategy, advice, and direction to select high-net-worth and ultra-high-net-worth clients, providing them with the focused attention to support their priorities and ambitions. She works with multi-generation client families, with particular depth addressing the needs of entrepreneurs and senior executives with international business interests and cross-border wealth. Her areas of focus include tax minimization strategies and wealth transfer, traditional and alternative investments, trust and estate planning services, stewardship and family wealth dynamics, and family foundation administration.

Referrals are her primary source of new relationships. This fact spurs her to summon the best efforts from herself and her team. Client privacy is extremely important to Nikki; she is proud to serve as a trusted member of a family’s inner circle, developing long-lasting relationships that deepen over time.

Nikki has worked in financial services since 2008. Prior to joining Merrill, she spent twelve years with JPMorgan Chase Bank, where she was a First Vice President. In this capacity, she developed long-term relationships with ultra-high-net-worth clients, facilitating a range of banking and investment needs.

Nikki has attained FINRA Series 6, 63, 7, and 66 registrations and also holds California Life & Health Insurance licenses. She earned her B.A. in Business Economics and a minor in Management from the Paul Merage School of Business at UC Irvine. As an undergraduate, Nikki founded a nonprofit organization at UC Irvine dedicated to professional development and community service. She is fluent in Mandarin.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Merrill Life Agency's California License Number 0522776