Han Mao

Growing up in an immigrant household, I was surrounded by intelligent, hardworking family members and friends, many of whom achieved greater financial success than they ever imagined. Early in my career at Citibank, however, I realized that many of the people I admired had not received the professional guidance and strategic advice that could have helped them maximize their wealth and fully enjoy the success they had worked so hard to achieve. That realization continues to motivate me today as I help clients make informed financial decisions for themselves and their families.
As a Financial Advisor with Merrill, I have the privilege of working with individuals and families who value what they have accomplished and are excited about the opportunities ahead. What I often find missing is a comprehensive financial plan that helps organize their wealth today and provides a disciplined framework for pursuing their future goals. Through Merrill's planning-centered approach, I help clients address that gap by developing strategies designed to support the retirement lifestyle they envision, the opportunities they want to create for their loved ones, and the legacy they wish to leave behind.
I believe wealth should be celebrated for the meaning, purpose, and opportunities it can create. My goal is to be a long-term partner for clients and their families, helping them navigate important financial decisions with clarity and confidence. I am especially passionate about helping the next generation develop strong financial habits and a healthy relationship with money. By supporting families across generations, I strive to help clients not only preserve wealth, but use it in ways that enrich their lives and create lasting impact.