Cindy has been in the financial services industry since 2009 and joined Merrill Lynch Wealth Management in 2017. Her focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short and long term financial objectives. Cindy received her bachelor’s degree in finance from University of International Business and Economics and her MBA from China Europe International Business School in 2009.
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.
