Wei Chen
,
Vice President, Senior Financial Advisor
301 Tresser Blvd
Stamford, CT 06901
203.356.8864
Learn more about an advisor's background on
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Profile

Wei Chen follows a disciplined process that begins with first taking the time to get to know you, your family, your family's financial situation and what matters most to all of you. Wei holds the esignations>CRPCCPFA designation. Wei is passionate about delivering excellent service.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
Wei Chen is registered to do business in AK, CA, CT, DE, FL, GA, LA, MD, MI, MT, NC, NJ, NY, OR, PA, TX, VA, WA.