Corey Pang, Financial Advisor, brings over two decades of experience guiding corporate executives, entrepreneurs, and high‑net‑worth families through the increasingly complex landscape of wealth management. Since beginning his financial services career in 2000, Corey has built a reputation for delivering strategic, disciplined, and highly personalized advice that supports clients in making thoughtful, well‑informed financial decisions.
Corey’s advisory approach is rooted in deep listening and a clear understanding of each client’s unique goals, responsibilities, and long‑term vision. He draws on the extensive resources of Merrill Lynch Wealth Management to help clients navigate sophisticated planning needs—from investment management to multigenerational wealth strategies—while maintaining the discretion, clarity, and responsiveness of a boutique‑style advisory relationship.
Dedicated to upholding Merrill’s longstanding tradition of community engagement, Corey remains actively involved in local organizations that strengthen and support the communities he serves. His commitment to service—both to clients and the community—continues to shape the principled, client‑centered experience he delivers.
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.
