Sy Nguyen
It’s important for me to invest my time to understand my clients. I help clients build personalized financial plans and provide them with investment management through our comprehensive approach. I love what I am doing for clients, and I am motivated by seeing the impact of my work on their lives.Sy received his M.B.A. in Finance from Neeley School of Business at Texas Christian University. Sy and his wife reside in Evergreen, East San Jose and have three children.
My mission is to understand my clients and what matters most to them and their families. I believe in doing well by doing good. I'm devoted to helping people build, preserve, and manage their wealth. I take very seriously the responsibility of sharing insights and strategies to help clients sustain wealth across generations.
We offer resources to support all aspects of your financial life - including banking, credit, investment management, philanthropy, and wealth planning. We focus on the complete financial picture – not just a single account.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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.
