Loc, a graduate of The University of Florida, joined Merrill in 2012. In addition to his Bachelor of Science Degree in Finance, he attained the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ (The Institute) in conjunction with the YALE School of Management, and has earned the certification of CERTIFIED FINANCIAL PLANNER™ professional. Loc leverages this study of pre- and post-retirement needs with six years of private banking and lending experience to help clients articulate and pursue their financial goals. Loc enjoys spending time with his family, fishing, golfing, UF football, and supporting St. Philip Phan Van Minh Catholic Church.
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.