I am a Financial Advisor with the Ma Teigen Group at Merrill Lynch Wealth Management. I provide advice and guidance to an accomplished clientele, many of whom are wealthy Asian families. I support multiple generations in acclimating to the American financial system, working in concert with my team members to delineate a more direct path to client goals. Drawing on more than a decade of experience, I strive to make clients' financial lives easier and more efficient. I appreciate the distinctive needs of business owners, executives, and successful families, advancing their priorities through my hard work and reliable follow through.
Clients look to me and my team as a single source for integrated wealth management. The Ma Teigen Group is particularly skilled in helping clients capitalize on the resources available for building and transferring wealth more effectively, including tax-sensitive investing, business structuring, long-term planning, and higher-education savings. In addition, I and my team provide access to banking and lending opportunities through Bank of America. A strong relationship-builder, I am gratified that client referrals are my primary source of new relationships-an honor that inspires me continuing efforts to exceed expectations.
I began my financial services career in 2013. My experience includes tenures with J.P. Morgan, US Bancorp, and PNC Bank. I have steadily taken on additional responsibilities throughout my career and I served as a Financial Advisor since 2019. I earned my M.B.A. in Finance from Mercer University in Atlanta. I also hold an M.B.A. in Economics and a bachelor's degree in Marketing from Ramon Magsaysay Technological University in the Philippines. I am fluent in Mandarin and have professional working proficiency in Yue (Cantonese).
In my free hours, I serves as the Vice President of the Badminton Club for the Chinese University Alumni Association Alliance of Southern California and is a member of the Badminton Club for the North America Chinese University Alumni Alliance.
I and my husband are avid badminton players and are members of the Los Angeles Badminton Club. We have a young daughter, who brings much joy to our lives. Weekends find us spending time outdoors and exploring new destinations.
*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.
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 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.
