Dione Luu-Wong
Senior Vice President, Wealth Management Advisor
560 South Winchester Blvd
San Jose, CA 95128
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.

Dione’s commitment to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Her focus is on forming long-term relationships and addressing all aspects of clients’ financial lives. Dione takes a very hands-on role in following through for clients to make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.

Dione uses a defined process to create individually customized wealth management strategies and provides clients with personalized solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation. Together with a team of specialists in different areas of experience, Dione offers clients a wide range of services based on their needs, including: portfolio design and management, education funding and retirement planning, estate and trust planning services, as well as liability management, tax minimization and asset preservation strategies.

Dione joined Merrill Lynch Wealth Management as a Financial Advisor in 1993.She is a graduate of the University of California Santa Cruz, where she earned her Bachelor Degree in Economics with emphasis in International Business. She also holds the designation of Chartered Retirement Planning Counselor, CRPC.

Dione is fluent in Cantonese, Mandarin and Vietnamese. She enjoys travelling and spending family time with her husband, King, and their two daughters, Shelby & Sydney.

About Me

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Dione Luu-Wong is registered to do business in AZ, CA, FL, IL, IN, MD, NY, TX.