Ellen is a First Vice President and Wealth Management Advisor at Merrill. Since the beginning of her wealth management career in 2006, she has dedicated her energy and experience to helping individuals and families build, preserve, and grow their personal wealth and business earnings. Throughout the years, Ellen has had the privilege of helping many clients throughout the country identify their financial and life goals, then pursue and reach those goals with customized strategies based on their unique needs and investment personalities.
Ellen grew up in Taiwan, and is fluent in English, Chinese Mandarin, and Taiwanese. She believes every relationship starts with a conversation, and that it shines and deepens with continuous communication. First, she will listen to you, your story, your needs, what's important to you, and she will encourage you to ask all the questions you have. Through this process, she will help you identify and prioritize your most important goals. Whether you want to grow a safety net, secure retirement income, plan for college, increase cash flow, buy a second home, expand business, or transfer wealth --- Ellen will help you prioritize, plan, and develop a custom strategy for your needs. Once set, she encourages the clients to focus on living and enjoying their lives. After all, financial strategies are meant to help achieve your dreams.
As a graduate of UCLA with a major in Economics-Business, Ellen also has more than 15 years of corporate financial management experience as a high-tech industry financial officer. With experience in both corporate finance and private wealth management, Ellen works with a variety of professionals, families, and businesses from coast to coast, including: corporate executives, entrepreneurs, business owners, CPAs, attorneys, private companies, and non-profit organizations.
An immigrant and a female professional who has raised a pair of now-grown children with strong artistic interests and pursuits, Ellen is a firm believer of balanced education. When she isn't working with clients, she serves as Estate Planning Council of New York City’s Diversity & Inclusion Committee Chair, as well as on the board of Woodcraft Rangers, a non-profit that helps K-12 students receive specialty classes reduced or eliminated by public education systems due to budget reduction.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
