Jeannette is a Vice President, Senior Financial Advisor, Senior Portfolio Advisor, Retirement Accredited Financial Advisor with Merrill Lynch Wealth Management and holds the designations of CRPC™, CSRIC® CPFA™.
Jeannette serves high net worth family and business owners to help clients pursue their objectives by building and managing custom financial strategies, including: investment guidance and risk management; lending and liability management; retirement income planning; asset preservation strategies; wealth transfer and charitable and estate planning strategies. As a Senior Portfolio Advisor, Jeannette manages strategies on a discretionary basis, committed to keeping the client’s best interest in mind while offering customized financial recommendations designed to help her clients reach their goals. She begins her engagement by gaining a deep understanding of the client’s priorities, concerns, and aspirations. She provides clients with sophisticated, robust, and thoughtful strategies to help them reach their goals. Jeannette works with her clients in the following key areas: • Investment management: traditional and alternative investments • Retirement Planning (incl. 401(k), IRA, Roth IRA, employee benefits, executive benefits & etc.) • Trust & estate and wealth transfer planning strategies • Credit and custom lending services through Bank of America, N.A • Insurance and legacy planning • Education Planning
Jeannette started her career in the financial industry in 2007. Prior to joining Merrill Lynch Wealth Management in 2020, Jeannette had worked with HSBC Bank in both the US and Asia locations, and then BNP Paribas Wealth Management. She obtained her master’s degree in Finance from Harbin Engineering University, with a concentration in bank finance and strategic planning. Jeannette has extensive work experience in the US and Asia. She worked at HSBC Bank in the US and Asia locations for 8 years. In her spare time, Jeannette enjoys being involved in her children's school PTA and Enrichment Fund foundation. Jeannette and her family live in San Marino, California. She is a firm believer in the saying “when you learn, teach; when you receive, give.”
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
**Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
***A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
****Merrill Life Agency's California License Number 0522776
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.
