With over a decade of industry experience, Wen works with individuals, families, and business owners at all stages of the business cycle. He takes as much time as is needed to carefully listen to and review each client’s financial situation, preferences, and goals. Once he has a thorough understanding of your specific financial situation, he then works towards crafting solutions based on your risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. When working with Wen, you not only benefit from his commitment to integrity and honesty, but also from the leverage power of the Merrill Lynch Wealth Management brand and the high level of products and services we offer. Additionally, he will take the time to coordinate with your trusted partners including individuals such as your attorney, accountant, and tax specialist to help ensure that he implements solutions customized to fit your overall needs.
In his free time he enjoys golfing with friends and clients. Please consider calling Wen today to make an appointment and discuss where you are in your financial life. You can reach him at 626-304-1561 or by email at wen.lee@ml.com
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
