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.
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.
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.
