Wasana Pangan
,

Senior Vice President, Wealth Management Advisor
NMLS #621177

3700 N Capital Of Texas Hwy
Austin, TX 78746
512.795.2527
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To earn client trust, I follow a philosophy of TRUST in my service model. I only give Truthful and unbiased advice, Respond promptly to client's needs, understand the Uniqueness of each client, constantly acquire State of the art knowledge and skills, and perform Thorough analysis. I believe that with a well defined wealth management plan, proper execution, and close tracking and evaluation on a regular basis, a client's goals can be reached.
Profile

Prior to joining Merrill in 2006, I was an economist and analyst for the Central Bank of Thailand. Fluent in English and Thai, many of my clients are uniquely successful individuals and families who are concerned with preserving, growing and transferring their wealth to future generations.

One of the most rewarding parts of my job is getting to know my clients and their families and helping them prepare for what’s next. I recognize that everyone is unique and understand the importance of taking on a customized approach with each client.
 
I see myself as a problem solver and the more I know about you, the better I can help. I want to understand the goals you have for yourself and your family, your feelings about where you are and where you hope to be and, of course, your fears and the things that might prevent you from achieving those goals.

Traditional financial management focuses solely on your investable assets. I look beyond your stocks and bonds to understand your life goals and are committed to helping you find strategies to reach them.

I can also draw on a team of experienced specialists throughout Merrill and Bank of America banking services to help you achieve your financial objectives, while giving you the freedom to focus on what is important in your life. My goal is to develop and maintain long-term relationships with you and your family and take a deeper approach to all of your wealth management needs.

Dedicated to lifelong learning, ongoing education is at the heart of what I do. I earned my Bachelor’s degree in electrical and systems engineering from King Mongkut's Institute of Technology Ladkrabang in Thailand, a Master's degree in industrial engineering from Columbia University and a Ph.D. in economic decision analysis from Georgia Institute of Technology. I am also a CERTIFIED FINANCIAL PLANNER, CFP® professional and hold the Certified Plan Fiduciary Advisor, CPFATM designation. My husband, Ed, and I live in Austin with our two children.  

About Me
Welcome

Since joining Merrill in 2006, I have enjoyed serving the needs of a diverse set of clients. I believe it is important for everyone to have an opportunity to gain access to and understand the many ways they can manage their finances. My approach is to embrace your distinct culture and background, deeply understand your particular goals and motivations, and cater to your unique needs to help form meaningful and long-lasting client relationships.

From business owners and executives to professionals and other successful individuals, my clients have different perspectives on wealth and the world. While they may have taken various paths to my door, many are facing transitions in life such as buying or selling a business or planning for their retirement. By taking the time to listen to and value your experiences, I am better able to understand your interests and concerns and guide you in a direction that is a best fit for your individual and family's needs.

A common misconception is to equate wealth planning solely with investing. As a Wealth Management Advisor, I take a big picture view of your situation, including fundamental areas such as risk management, credit and lending solutions, and estate planning services. I believe that it takes an experienced wealth management professional to foster honest and on-going communication, gain a deep understanding of your needs and values, and identify strategies that complement your goals.

My mission is to serve as your financial advisor for life, handling all matters related to managing and preserving your wealth, and building your legacy – so you are free to focus on enjoying your life and the people important in it.

*Credit and Lending Services are through Bank of America, N.A.

Meet Our Professional Staff
Dylan Campbell
Registered Wealth Management Client Associate
512.795.2522
Lisa K Blankenship Sparks
Registered Senior Wealth Management Client Associate
512.795.2153
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.
Erron G Wilson
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #620175
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Merrill Lynch Logo
Gina Fulgencio
Wealth Management Banking Specialist
Merrill
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Wasana Pangan is registered to do business in AZ, CA, FL, GA, HI, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, PA, SC, TN, TX, VA, WY.