Thomas Chang
,
Senior Vice President, Senior Financial Advisor
NMLS #992013
555 California St
San Francisco, CA 94104
415.676.2524
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Every good relationship starts with trust. You have to trust someone and like someone before you would ever consider doing business with them. I help individuals and families work towards obtaining their financial goals. My primary objective is to become an essential lifetime resource to those who have entrusted me with their financial wellbeing. Sometimes individuals don’t realize that they have a hole in their armor; that’s why I make it my job to patch that hole and become their protective shield.
Profile

I was born in Taiwan and raised in South Pasadena, CA before moving to San Francisco to attend San Francisco State University.  Prior to pursing my financial advising career, I was working within the retail industry in various management roles across the Bay Area.  My experience taught me the definition of leadership and how to built a team focused on creating unique and memorable relationships with clients.  In 2004, I joined Merrill Lynch Wealth Management with a goal of enhancing client experiences.  I pride myself on making service my differentiator.  I hold the Chartered Retirement Planning CounselorTM designation, a designation awarded by the College for Financial Planning Institutes Corp., I help people achieve their financial goals by identifying obstacles and to transform their challenges into opportunities so that they can concentrate on their personal lives.

We follow the deep-seated Merrill tradition of participating in the communities we serve. We are committed to the local community, both physically and charitably. That is why our group helped sponsor the Mission Housing Development Corporation and Northern California: National Multiple Sclerosis Socity. Learn more about our investment insights, process and focus on client service.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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About Me
Welcome

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.

Meet Our Professional Staff
Michelle Stacy Louie
Officer, Registered Wealth Management Client Associate
415.676.2653
Allison Walters
Registered Wealth Management Client Associate
415.274.6078
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Darren E Suiter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #982132
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Cheryl Remedio
Wealth Management Banking Specialist
Merrill
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Thomas Chang is registered to do business in AZ, CA, CO, CT, DE, GA, HI, ID, IN, KS, NC, NJ, NV, NY, OR, TX, VA, WA.