Iola Xiao,
Financial Advisor
With 15 years in the financial services industry, Iola Xiao joined Merrill Lynch Wealth Management and The ROK Advisory Group in 2023. Iola speaks fluent Chinese Mandarin, and basic Cantonese. Iola follows a disciplined process that begins with first taking the time to get to know you, your family, your family’s financial situation and what matters most to all of you. Iola can help to create a strategy as flexible as today's changing market conditions and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Iola holds the Certified Divorce Financial Analyst, CDFA® professional designation. Iola lives in San Diego with her son, Tyler. In her free time, she enjoys spending time with family, traveling and golfing
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.
