Jelena Zhang

Senior Financial Advisor
NMLS #513269

800 Capitol St
Houston, TX 77002
713.658.1689
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Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.To see all upcoming events and visit my team website, TSPN Wealth Management Group, please click here.
Profile

Jelena Zhang has a deep understanding of the often complicated financial needs of business owners and entrepreneurs - from financing and growing a business, to succession strategies, and employee benefits. Jelena Zhang leverages the investment insights of Merrill and access to the banking convenience of Bank of America.

Jelena Zhang is also passionate about helping woman pursue their wealth management goals, whether these are professional, personal or combination of both. Committed to collaboration, with the client's permission, Jelena Zhang can work closely with each client's attorney, accountant and other advisors to help her offer financial advice and guidance that complements their overall situation and short- and long-term goals.

Jelena Zhang achieved her MBA from Pace University in the state of New York in 2010. She has 7 years financial service experiences and 5 years financial reporting and management experiences.


TSPN Wealth Management Group Services:

Institutional Investor
• Equity compensation plans
• Retirement plan strategies and construction
• Employee education programs
• SEC reporting

Individual Investors
• Retirement Planning Services
• Stock option exercise
• Portfolio diversification
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, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Dianne Walter
Senior Trust Officer
Bank of America, N.A.
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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Jelena Zhang is registered to do business in AZ, CA, CO, CT, DE, GA, ID, KS, LA, MA, MI, MN, MO, NC, NE, NJ, NY, OK, PA, RI, TN, TX, WA, WY.