SHIFANG LI
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.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.
My name is Helen Li, and I'm a Merrill Financial Advisor. I'll start by taking the time to get to know you and understand what's important to you so I can help you develop your short-, mid- and long-term goals. I'll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I have dedicated myself to thoroughly understand the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized financial strategies. Together we'll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
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.
