Steve Kwong
,
Vice President, Senior Financial Advisor
520 Newport Center Dr
Newport Beach, CA 92660
949.721.7296
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Steve Kwong brings to Merrill Lynch Wealth Management over twenty years of investment and wealth management experience. He advises a select group of clients on meeting their investment and financial objectives. His comprehensive approach strives to integrate one’s goals in life to the investment planning process. This includes a thorough review of one’s most important aspirations for their family, and the opportunity for wealth to produce significant results. Prior to Merrill, Steve served the high net worth community at Credit Suisse and U.S. Trust Company. In 2000, he helped establish the de novo office for Neuberger Berman in Newport Beach, California. His seven years in commercial banking with Wells Fargo gave him a unique perspective in the matters specific to business owners and executives. He has worked with many closely held and family business owners, providing meaningful insight on wealth transfer, exit strategies, and diversification. Steve is active in the professional and business community.

Mr. Kwong holds a Bachelors of Science with an emphasis in finance and a MBA from the University of Southern California’s Marshall School of Business. He is active with the Marshall School’s alumni groups. Steve lives in Costa Mesa with his wife, Jill. Their two daughters are in college, They have two sons, one working in technology and one who is an officer in the United States Navy.

Key Practice Focus Areas: -Closely held and family business owners -Corporate Executives -Real estate developers and investors -Entrepreneurs -Family Offices -Foundations and Endowments Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as The American Cancer Society, USC Marshall, and Newport Harbor High School. Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.

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Alec Bertok
Registered Wealth Management Client Associate
949.721.7245
Stephanie Sheeks
Wealth Management Client Associate
949.721.7267
About Merrill

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.

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Steve Kwong is registered to do business in AZ, CA, CO, DE, FL, GA, HI, ID, NC, NE, NJ, NV, PA, TN, TX, UT, VA, WA.