Sen Yen is a Wealth Management Advisor at Merrill Lynch Wealth Management in Short Hills, New Jersey. Sen Yen leverages the depth and global reach of Merrill to create a highly personalized wealth management experience. She works closely with her clients to develop detailed financial strategies and to tailor investment approaches that help her clients pursue their short and long-term goals, mindful of their legacy aspirations and philanthropic interests. Sen Yen advises clients through critical periods in their lives, including liquidity events and personal and professional transitions.
Sen Yen has more than 20 years of experience providing wealth management advice and services. She has been with Merrill since 2007. She has earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.; the Certified Divorce Financial Analyst® (CDFA®) certification awarded by The Institute for Divorce Financial Analysts™; and the Certified Private Wealth Advisor® designation which is an advanced education program instructed by the University of Chicago Booth School of Business, the designation was awarded by the Investments & Wealth Institute™.
Sen Yen holds the following licenses and registrations:
- FINRA Series 7, 8, 24, 63, 65, 66
- NY Life, NJ Life and Health Insurance license
Sen Yen follows the deep-seated Merrill tradition of participating in the communities we serve. This drives her interest in spending time volunteering with organizations in our community.
++Welcome++One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
