Sylvia Han
,
Vice President, Wealth Management Advisor
440 Boylston St
Boston, MA 02116
617.692.8244
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

Sylvia S. Han joined Merrill in 2013, where as a Wealth Management Advisor she enjoys working with clients to provide customized advice and service to support their pursuit of career, retirement, philanthropic, or business goals and desire to spend cherished time with family and friends. Using experience gained as a global portfolio manager and analyst at institutional investment firms, she understands the importance of portfolio risk control and being responsive to opportunities in the market. Along with goals-based wealth planning, she has an interest in ESG investing and offers seamless access to top-ranked firm-wide resources.

While not at work or spending time with family, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. In addition, she serves as a committee member of The Boston Club and The President's Council of Cornell Women.

Sylvia earned an undergraduate degree in economics from Cornell University, and later received an MBA at Boston University. She holds the Chartered Financial Analyst® ® (CFA®) designation and CERTIFIED FINANCIAL PLANNER (CFP®) certification and is a member of the CFA® Institute and the Financial Planning Association.

*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

 


About Me
Welcome

My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Vic Diune
Wealth Strategies Advisor
Bank of America, N.A.
John P Walsh
Retirement Specialist
Bank of America, N.A.
Michael Ferris
Alternative Investments Regional Specialist
Bank of America, N.A.
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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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Sylvia Han is registered to do business in CA, CO, CT, DC, FL, GA, MA, MD, ME, NC, NH, NJ, NY.