GE Lan
,

Vice President, Senior Financial Advisor

75 Port City Lndg
Mount Pleasant, SC 29464
843.800.6846
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Jyh-Yee (G. E.) Lan and his associates work with a select group of affluent professionals, corporate executives, and business owners to help them strengthen their financial future. Our goal is to prepare a customized plan for each individual and/or family to meet their financial needs, both for the immediate future and for the next phase of their lives.

We encourage and welcome you to contact us if you are -
• Seeking a trustworthy wealth management service for you and your family
• Unable to devote enough time to manage your investments on a day-to-day basis
• Unsure about what your retirement life may look like
• Encountering a life event (e.g. early retirement, inherit age, etc.) that may impact your financial future
• In need of a Financial Advisor who can speak Chinese and Taiwanese
• A CPA or an attorney interested in our resources for clients 

APPROACH :
• Proactive Planning + Disciplined Implementation & Execution = Financial Success

ABOUT JYH-YEE (G. E.) LAN –
• Senior Financial Advisor – Merrill Lynch Wealth Management (2008 – Present)
• Holds the CRPC® (Chartered Retirement Planning CounselorSM) designation
• Ph.D. , Chemistry, University of Maryland
• Sales and Technical Manager – MeadWestvaco
• Research Scientist – Amoco Chemical Company

• Spouse – Huiling Lan (U of Illinois, journalist, writer). Married 33 years.
• Children –
Alan Lan, MBA (Northwestern U, UCLA) - Strategy Manager, Esports, Blizzard, Irvine, CA
Brian Lan, CFA (U of Notre Dame) - Financial Advisor, Merrill Lynch Wealth Management, San Francisco, CA  

• Board Member of The Chinese Assoc. of Greater Charleston
• Equity & Golf member of Coosaw Creek Country Club
• Marshall for 2012 PGA Championship (Kiawah, SC)
• 1st Violin of several orchestras in Taiwan and USA
• Music Director/Conductor of several choirs





*CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Jyh-Yee Lan is registered to do business in AL, AZ, CA, CT, FL, IL, IN, MA, MD, MI, NC, NH, NJ, NV, OH, PA, SC, TN, TX, VA, WA.