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Whatever your personal goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. Mariana Ng Meyerson is a Senior Financial Advisor, and is fluent in Mandarin & Cantonese Chinese and English.

Mariana Ng Meyerson

Vice President, Senior Financial Advisor

NMLS #769286

One Bryant Park

Floor 5

New York NY 10036

(212) 338.6083

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ProfileAbout MeInsightsAbout Merrill

Profile

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™, CPFA® - Certified Plan Fiduciary Advisor®, and CEPA® Certified Exit Planning 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.

About Me

Welcome

My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.

Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.**Your approach to investing**Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you \- to understand your goals and priorities. These questions will help us provide you with additional insights and resources.**Understanding your goals and priorities**Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:* Health: Managing healthcare expenses, now and in the future* Home: Upsizing, downsizing, remodeling or buying a vacation home* Family: Taking care of your family and other people in your life* Leisure: Spending your free time in meaningful ways* Giving: Volunteering, mentoring others and giving to charities* Work: Working in retirement, selling or starting a business* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.*This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.*

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.

Eli Poupko

Private Wealth Strategies Advisor

Michael Liik

Wealth Strategies Advisor

Bank of America, N.A.

Conor O'Keefe

Alternative Investments Regional Specialist

Bank of America, N.A.

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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.