Li Wang

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Before rejoining Merrill in Boston in April, 2022, I was a private banker based in San Francisco in the Global Families Group at J.P. Morgan Private Bank. The Global Families Group serves J.P. Morgan’s most sophisticated international and multi- jurisdictional clients. I and her team advise clients who are predominantly based in Asia on a variety of matters – including investment, wealth transfer, credit and philanthropic needs.

Before joining J.P. Morgan in 2019, I was a financial advisor at Merrill Lynch Wealth Management in San Francisco, California for one and half years. I partnered with senior international wealth advisor to provide tailored solutions and services to domestic and international individuals and families. Before joining Merrill Lynch Wealth Management as a financial advisor in 2018, I worked as a financial analyst at a private capital management firm in San Francisco, California. While there I worked closely with the CFO on various portfolio strategies. I also provided analysis on the broad stock market and the firm's personal financial planning software.

Prior to working in the financial services industry, I was a scholar teaching history at University in Beijing, China and conducted research in Chinese history and gender studies at University of California, Berkeley and Yale University. Her academic work was published by multiple academic press.  I earned my second Master’s Degree in Economics from the University of San Francisco and her Ph.D. of History at University in Beijing, China.