The JLO Group

Merrill Lynch Wealth Management

75 Rockefeller Plz
New York, NY 10019
(212) 415-7750
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Our mission is to help empower clients realize their goals and priorities and attain financial independence. We are committed to providing personalized financial guidance by developing and implementing a plan based on risk tolerance, time horizon and liquidity needs. This begins with a deep understanding of your financial circumstances and what matters to you most.
The JLO Group
Merrill Lynch Wealth Management

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.

Josefina Ang
Managing Director, Senior Financial Advisor
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Meet Our Team
Josefina Ang,


Managing Director, Senior Financial Advisor
John L Ong,


Senior Vice President, Senior Relationship Manager
Ajay Sukhu
Registered Wealth Management Client Associate
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.
Andreas Pietschnig
Wealth Management Banking Specialist
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
Michael Liik
Wealth Strategies Advisor
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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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.