Josefina (Bea) Ang
,
Managing Director, Senior Financial Advisor
75 Rockefeller Plz
New York, NY 10019
212.415.7763
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me
Biography

Bea joined Merrill Lynch Wealth Management in 1998. She has partnered with her clients for over 25 years, quarterbacking across their financial stages ---from investments, credit, insurance to estate planning. Bea navigates the complexities of the financial landscape to maximize asset growth, minimize tax impact in order to optimize long-term wealth preservation. Her holistic approach to financial planning and single-minded dedication in helping her clients secure their financial health has netted generational relationships grounded on trust, integrity and transparency.

Bea is based in Manhattan and has boundless curiosity that has taken her all the way up to the Arctic circle.

Meet Our Professional Staff
Ajay Sukhu
Registered Wealth Management Client Associate
212.415.7514
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
Michael Liik
Wealth Strategies Advisor
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.
Josefina Ang is registered to do business in AK, CA, CT, DC, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA, WV, WY.