Dawn Zhu
Ying Zhu (Dawn) and her team of investment industry professionals bring you their financial knowledge and the global investment capabilities of Merrill. Having a Merrill advisor means you can expect one-on-one collaboration with a personalized wealth plan plus access to banking solutions from Bank of America. With more than 20 years in the financial services industry, Ying Zhu (Dawn) joined Merrill in 2007. She has experience with corporate benefit programs, including equity compensation, defined benefit, defined contribution and nonqualified deferred compensation plans. Ying Zhu (Dawn) can help corporate executives integrate their corporate benefits into a long-term financial approach.In conjunction with the local non-profit organizations , we sponsor and attend social events for local families, which affords us the opportunity to hear from the people whose lives are being directly impacted by economic uncertainty. Our group is committed to consistently working within the region and we readily make available our experience and insights that may be of benefit to those looking to preserve and grow their wealth.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
