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 retirement, philanthropic, or business goals and desire to spend cherished time with family and friends. Using experience gained as a global portfolio manager/analyst at institutional asset management firms Wellington Management Company and Bain Capital, she understands the importance of portfolio risk control and responsiveness to opportunities in the market. Along with goals-based wealth planning, she provides potential solutions for concentrated stock positions and 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 President's Council of Cornell Women, The Council of Korean Americans, and The Boston Club.
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. She also holds the CSRIC® designation related to ESG investing.
*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.
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.
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.
