Sun is a dedicated financial services professional who focuses on working with families, individual investors and business owners to define and help achieve their financial goals. Recognizing that the complexity of client’s needs requires extensive knowledge, Sun works with Merrill Lynch Wealth Management specialists and Bank of America banking specialists to assist in retirement planning services with a specific emphasis on a lifetime income stream, education savings, estate planning services, and insurance and asset preservation.

Each family and business owner has unique financial circumstances requiring individualized attention. Sun works closely with clients and their other trusted advisors—including attorneys and accountants—to help ensure that clients’ needs are taken care of. It is important to take the time necessary to listen and thoroughly understand clients before helping them build a solid foundation on which to make their financial decisions with confidence.

Sun Lee joined Merrill in 1996. She is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and is a Certified Private Wealth Advisor^® certificant, a designation awarded by the Investments & Wealth Institute^™ (The Institute). Sun also holds the Chartered Retirement Planning Counselor^SM designation. She received her MBA from the University of Oregon.

Sun speaks fluent English and Korean.

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.