Hanson Wong has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2019. Prior to joining Merrill, he worked at a top global multi-strategy hedge fund on a small team of seven investment professionals managing a multi-billion dollar hedged long/short equity portfolio, and before that, he worked on a Morningstar 5-Star rated mutual fund, analyzing stocks and maintaining ultra high-net worth individuals’ separately managed accounts. Earlier in his career, he managed private equity distributions serving the largest US public pension fund, worked in equity research / investment banking, and underwrote commercial credit lending. Between that, he spent a year at a start-up, serving as the director of finance and administration for an online boutique retail company.
Working collaboratively, Hanson strives to provide clients with a breadth of strategies, premier customer service, and robust financial tools to assist them in pursuing their goals. He works closely with each client’s other trusted advisors to give him the perspective to help clients set and pursue a variety of goals.
He focuses on providing the highest level of service around developing custom tailored wealth management strategies, and access to Bank of America’s banking solutions for individuals, their families and their businesses by understanding their short and long-term financial objectives. He draws on the investment insights of Merrill and the banking convenience of Bank of America to help his clients meet financial challenges — and take advantage of potential financial opportunities. Passionate about delivering excellent service, Hanson works to help individuals drive progress, make more informed financial decisions and save time.
Mr. Wong is a CERTIFIED FINANCIAL PLANNERTM professional. He is a graduate of the University Of California, Davis with a bachelor’s degree in Economics. He lives in the bay area and is active in the community, supporting local non-profits.
*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.
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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.
