The Kang Group

Merrill Lynch Wealth Management
3700 Buffalo Speedway
Suite 100
Houston TX 77098
(713) 993.1565
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Kang Group
Welcome

The Kang Group is a Houston-based wealth management team serving business owners, entrepreneurs, and first-generation families with complex financial needs. As part of Merrill and Bank of America, we focus on liquidity events, business transitions, tax-aware strategies, trust and estate planning, and cross-border considerations. Led by Ning Kang, we prioritize long-term advisory relationships and simplify sophisticated financial strategies.

*Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.

About Us
Who We Work With

The Kang Group works with clients whose financial lives extend beyond basic planning or portfolio management.

Our clients are often:

  • Business owners and entrepreneurs
  • Families preparing for or navigating a business sale or liquidity event
  • Households managing trusts, holding companies, or concentrated positions
  • Mandarin-speaking and first-generation immigrant families
  • Clients with complex tax and cross-border considerations These relationships typically involve ongoing coordination across investments, tax strategy, and long-term family planning.
Tuesday, March 17th 2026| 11:30am CT
The Kang Group Seminar: Ares Sports, Media, and Entertainment Opportunities Fund

Join The Kang Group for an exclusive educational event exploring how incorporating alternative investments into your portfolio may help support long‑term financial goals. This session will provide val...

Saturday, March 21st 2026| 1:000pm CT
The Kang Group: Golf Tournament

We invite our valued clients and partners to an exclusive day on the course. Enjoy some friendly competition, and the opportunity to connect in a refined, memorable setting. We look forward to hosting...

Meet Our Team
Ning Kang,

CPFA®

First Vice President, Senior Financial Advisor
713.993.1565
Yiping Wang
Assistant Vice President, Senior Financial Advisor
713.993.1535
Patricia Alfaro,

CRPC™

Officer, Registered Wealth Management Client Associate
713.993.1509
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.
Byron Lard
Wealth Management Banking Specialist
Merrill
Adrian Gonzalez
Senior Wealth Management Lending Officer
NMLS #620223
Bank of America, N.A.
Jocelyn T Smith
Retirement Specialist
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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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.