With years of experience in the financial services industry, Jay joined Merrill Lynch Wealth Management in 2017 to help individuals, their families and their businesses achieve their financial goals, today and tomorrow.
Prior to join Merrill Lynch Wealth Management, Jay spent over eight years at various investment advisory companies, including LPL Financial and Eagle Strategies. Jay received his MBA from Columbia University and a bachelor’s degree in Economics from the University of Wisconsin-Madison.
Coming from Korea, Jay and his family lived in the Northern Virginia over a decade before moving to the Los Angeles area where he has more friends and family members. Jay enjoys times around golf and photography.
Jay holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. as well as Chartered Retirement Plans Specialist, CRPSTM designation awarded by the College for Financial Planning Institutes Corp.
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.
