Mariana Ng Meyerson

As a Senior Financial Advisor with Merrill Lynch Wealth Management, my investment advice and strategies are guided by understanding Client’s goals, risk tolerance, time horizon and liquidity needs. When you succeed, I succeed.With 20+ years in financial service industry, I joined Merrill in 2011.  My client focus are on individuals, retirees, corporate executives, professionals, business owners and non-profit institutions, as well as ultra-high net worth families. 

• For those nearing retirement, I consider inflation, health care, long term care costs and other factors to help them design retirement accumulation,  retirement income, pension and wealth transfer strategies to pursue their desired lifestyles. 

• For corporate executives, I offer guidance for diversification strategies for concentrated stock positions. 

• For business owners and non-profit institutions, I can help them with cash and liquidity investment management, build company benefit plans and provide access to Bank of America for commercial banking & lending needs as well as IPO, corporate finance needs.  I also provide guidance on business owner business succession strategies.

• For ultra-high net worth families, I help them with trust and estate planning services, wealth transfer strategies and philanthropic strategies.

Mariana Ng Meyerson also has experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as providing access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ credit and lending needs. In addition, she can work with clients' attorneys, accountants and other advisors to help coordinate their financial and legacy approach. I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.My job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities.My approach is to help you pursue your goals by providing customized service and strategies. Whether you are focused on building, preserving or transferring wealth, I am committed to helping you address your financial objectives at every stage of your life.I am supported by a team with over four decades of experience in investments, trust & estate planning services, intergenerational wealth transfer, philanthropic and lending.

•  As a Senior Portfolio Advisor, I can help you pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third party investment strategies.

• I also hold the CRPC™ - Chartered Retirement Planning Counselor™, and CPFA® - Certified Plan Fiduciary Advisor® designations.

Prior to joining Merrill Lynch Wealth Management:

• Morgan Stanley Wealth Management   

• DSM Associates Consulting- COO, a boutique investment banking consulting firm serving middle market private business clients in M&A, cap raising and recapitalization.

• American Express - VP Global Advertising & Marketing Agency Contract & Procurement, VP Center of Competence, VP Aggressive Sourcing, VP Re-engineering & Change Management, Director of Taiwan sales & Marketing, Regional Director Business Planning and Financial Analysis, Asia Pacific Australia/New Zealand region.  

• Exxon Corporation – Sr Business Analysts

I earned a Bachelor Degree in Economics, majoring in accounting and law from Sydney University, Australia.  I  am native bilingual in Mandarin & Cantonese Chinese and English.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.