Mary Hong, CFP®, CPM®, CPFA, CRPC
Senior Vice President
Wealth Management Advisor
Retirement Accredited Financial Advisor
Senior Portfolio Manager
Mary Hong works with affluent families, individual clients, closely-held businesses and non-profit organizations. Through personal consultations, Mary and her team works with each client to set quantifiable goals, and helps prioritize their needs. They then develop and implement a customized strategy using a wide variety of financial instruments. Mary is a Senior Vice President, Wealth Management Advisor and a Senior Portfolio Manager at Merrill Lynch Wealth Management. She has been with Bank of America/Merrill over 26 years. Mary is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.
Mary’s approach to wealth management is consultative, objective and committed to excellence. Mary offers clients a wide range of services including portfolio development, education plans, liability management, trust and estate planning services, Insurance planning and retirement planning with a specific emphasis on helping to assure a lifetime retirement stream. Additionally, she provides sophisticated strategies pertaining to defined benefit plans and 401K plans, and philanthropy.
Mary is a 1995 graduate from The Dominican University of San Francisco, in California as a Cum Laude and Department Honor, with a BA in Education in Music and BM in Performance. She attended the Los Angeles Campus program of Global CEO EMBA offered by both the Yeonsei University and the University of Foreign Studies. She also attended and received the Certified Portfolio Manager designation offered by the Master‘s program at The Fu Foundation School of Engineering and Applied Science at Columbia University in New York for the educational component which is awarded by the Academy of Certified Portfolio Managers. In her free time she enjoys traveling, listening to variety of music, and reading. She currently resides in South Pasadena, California.
Mary is a CERTIFIED FINANCIAL PLANNER™ certificant, and she holds the CERTIFIED PORTFOLIO MANAGER designation from the Academy of Certified Portfolio Managers and taught in conjunction with Columiba University. She also holds the Chartered Retirement Planning Counselor designation as well as Certified Plan Fiduciary Advisor® designation.
Merrill Life Agency's California License Number 0522776
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
