Steve Kwong

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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.