Jane Wang
,
Senior Vice President, Wealth Management Advisor
NMLS #558500
555 California St
San Francisco, CA 94104
415.676.2652
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We are driven to embrace your vision and support its success. Our role is to have a deep understanding of your financial life, then bring a full range of wealth planning strategies and investments to help you accomplish your goals. Financial wellness comes from the absolute confidence that we share a singular commitment to your financial well-being. With full intellectual honesty, we use disciplined and innovative strategies customized to your needs and personality.
Profile

Jane is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco, California. She joined Merrill in 2010 and today she draws on her extensive experience to help a diverse clientele simplify and coordinate various aspects of their financial lives. Her international experiences provide her with a unique vantage point of global markets and an understanding of complex economic and financial strategies. Jane also has a depth of savvy making curated connections for her clients to people and resources that can make a material impact on their personal and professional lives. 

Many of Jane’s clients are successful first-generation wealth creators and entrepreneurs who are concerned with preserving, growing, and transferring their wealth to future generations.

Highly analytical, hardworking, creative, and full of intellectual curiosity, Jane takes pride in her ability to explain complex topics in clear terms to help her clients understand her recommendations and make informed decisions about their wealth management. An avid reader and a lifelong learner, she enjoys researching macro and microeconomic issues that may affect her clients’ portfolios. She recognizes the impact of global trends on financial decisions and develops strategies that consider the connections between the world’s economies and markets.

Jane began her career in the financial services industry in 1999 with Hewlett-Packard Treasury. While there, she helped manage its worldwide foreign exchange and cash management operations. She later joined a GSE institution as an analyst, focused on fixed income products including debt derivative analysis.

Jane earned her M.B.A. in finance from Carnegie Mellon University in Pennsylvania. She holds the Chartered Financial Analyst® (CFA®) and Certified Plan Fiduciary Advisor, CPFA® designations and is a member of the CFA® Institute.

Jane has an adventurous spirit with her personal pursuits and enjoys trying a wide variety of activities. A fearless skier, she also enjoys tennis, surfing, trekking around the scenic hills and valleys of the Bay Area, and recently pickleball. Jane is also currently learning to play piano and takes great pride being a doting “Auntie” and “Godmother” to the children in her life.

Portfolio Manager Bio
Jane concentrates on developing investment strategies for high net worth individuals and business owners. She is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Meet Our Professional Staff
Bethany A Jenkins
Business Manager
415.676.2581
George M Jieh
Registered Wealth Management Client Associate
415.676.2763
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.
Paul Stauffer
Wealth Strategies Advisor
Bank of America, N.A.
Rachel Kanter
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Tai Tu
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #483747
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Jing Wang is registered to do business in AR, AZ, CA, CO, CT, GA, HI, MA, MI, NH, NV, NY, OR, TN, TX, UT, VT, WA, WY.