Victor Ng
Family and community are closely connected, and I strive each day to grow both personally and professionally. Supporting others not only strengthens the community but also provides meaningful opportunities to learn from those I serve. This commitment to understanding people is central to my approach and the foundation of my practice.
By connecting with clients on a personal level, I gain insight into the goals that matter most to them. I collaborate with a team of in‑house specialists to deliver coordinated guidance across key areas of wealth management, including banking and lending, investment management, trust and estate planning services, and business and succession planning. Together, we help clients streamline and simplify their financial lives.
My practice leverages the full capabilities of Merrill and the banking convenience of Bank of America, supported by a standard of service designed to exceed expectations. Through goals‑based strategies, retirement income planning, and access to philanthropic resources, we aim to make a meaningful impact on our clients’ lives.
I am committed to continuous learning and educating others—ultimately helping families gain clarity, direction, and confidence in their financial futures.
*Investments & Wealth Institute TM is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Analyst® signifies that the user has successfully completed the institute's initial and ongoing credentialing requirements for investment management professionals.
*Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
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.
