Eric Wang

Everyone has a unique financial story, and my role is to listen first. I believe the most effective advice is built on a thorough understanding of each client's values, goals, and priorities. My extensive experience in institutional finance has shaped a disciplined and analytical approach to strategy development, enabling me to deliver customized guidance while maintaining the personal attention and care every client deserves.

My perspective has been shaped not only by my professional experience, but also by my personal journey. As a small business owner, I understand many of the opportunities and challenges entrepreneurs face, from accessing capital to planning for growth, succession, and retirement. Having immigrated from China and built my life in New York over the past three decades, I appreciate the challenges of navigating an unfamiliar financial system and take pride in helping individuals and families, particularly within the immigrant community, build financial confidence and security. As the godparent of a child with special needs, I also understand the importance of thoughtful planning for families caring for loved ones with special needs.

Wealth management is rarely about a single decision or one perfect solution. That is why I take a team-based approach, leveraging the extensive resources of Merrill and Bank of America. By collaborating with specialists in banking, lending, estate planning, and other areas of wealth management, I help clients access tailored solutions designed to address the many facets of their financial lives. My goal is simple: to provide thoughtful guidance, build lasting relationships, and help clients make informed decisions.