Sam Xiang
,
Vice President, Senior Financial Advisor
NMLS #1032790
75 Rockefeller Plz
New York, NY 10019
212.415.7767
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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

Sam Xiang is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in New York City. He began his financial services career in 1995 as a client associate at Merrill®. In 2008, he relocated to Shanghai, China to work in private banking for Deutsche Bank and rejoined the firm as a Financial Advisor in 2012.

As a founding member of The XK Group, Sam is fluent in Mandarin Chinese. Many of his clients have recently emigrated from China and are uniquely successful individuals, families, corporate executives, and business owners who are concerned with preserving, growing, and transferring their wealth to future generations. Highly ethical, adaptable, and empathetic, he takes pride in his ability to explain complex topics in clear terms to help his clients understand his recommendations and make informed decisions about their wealth management.

Recognizing that business owners have complex personal and business wealth management needs that are closely intertwined, Sam can provide strategic advice and guidance on such issues as growing a business, realizing its value through a sale, and maintaining family ownership. He also appreciates that a well-designed retirement plan can play a critical role in helping companies attract and retain highly talented employees, meet their obligations, make the most of their business assets, and assist in educating employees about their retirement savings goals.

In addition to earning a Bachelor’s degree in management and information systems from New York University Stern School of Business, Sam holds the Certified Plan Fiduciary Advisor® (CPFA®) designation. He is a member of the National Association of Plan Sponsors.

Sam and his wife, Susan, reside in Bergen County, New Jersey, where they are raising their daughter. A self-proclaimed “foodie,” his hobbies also center around playing golf and tennis.

Meet Our Professional Staff
Lorri L Sieranski
Registered Senior Wealth Management Client Associate
212.284.5856
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.
Nicola Beel
Senior Wealth Management Lending Officer
NMLS #642154
Brian E Comartin
Employee Benefits Specialist
Brenda Dolan
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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Sam Xiang is registered to do business in CA, CT, FL, GA, MD, NC, NJ, NY, OH, PA, TN, TX.