Noreen Chiu, Senior Financial Advisor, joined Merrill Lynch Wealth Management in 2008. Noreen graduated from University of California Berkeley with a Bachelor of Arts in Economics.
Noreen is born in Hong Kong, but grew up in the SF Bay Area. She began her financial career in the institutional fixed income department in Morgan Stanley Hong Kong. After two years, she moved back to the Bay Area and worked at Barclays Global Investors (now Blackrock) as a senior trading liaison.
After five years working in the institutional side, she transferred her financial knowledge to the private wealth management. Her experience in fixed income has allowed her to focus on capital preservation and income strategy for high-net-worth individuals.
Noreen currently resides in San Mateo with her family. She enjoys travelling and experience different cultures.
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.