Diane graduated from University of California, Riverside with a degree in Business Administration. Prior to joining Merrill lynch Wealth Management in 2015, Diane had over 10 year's experience in financial institutions in assisting unique wealth management needs of business owners and entrepreneurs. In order to serve clients, Diane leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services. Her focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Passionate about delivering excellent service, Diane works to help business owners save time, make more informed financial decisions and drive progress. Diane’s habit is singing and traveling with her family. Diane is also fluent in Cantonese, Mandarin, and English.