The Kang Group

Merrill Lynch Wealth Management
3700 Buffalo Speedway
Suite 100
Houston TX 77098
(713) 993.1565
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Our purpose is rooted in our shared experience as first generation immigrants and in the responsibility we feel toward the communities we serve. We understand the challenges, sacrifices, and aspirations that come with building a new life in a new country, because our team has lived that journey ourselves—and so have most of our clients. At the heart of our work is a simple but powerful mission: to protect and grow the wealth of families so they can thrive across multiple generations, building a legacy that extends far beyond money.
The Kang Group
Welcome

Delivering Merrill’s global capabilities through a boutique culture, The Kang Group at Merrill is rooted in shared experience and a deep sense of responsibility to the communities we serve.
As first‑generation immigrants, we understand firsthand the challenges, sacrifices, and aspirations that come with building a life in a new country. That lived experience shapes how we advise, how we listen, and how we show up for our clients—most of whom have walked a similar path.

At the heart of our work is a simple but powerful mission:
To protect and grow the wealth of families so they can thrive across multiple generations.

We believe wealth is not just about financial security—it is about opportunity, dignity, and legacy. Our purpose is to help families elevate their standard of living, which in turn elevates their standard of giving, enabling them to give back to their communities, support the next generation, and create lasting impact.
We approach every relationship with the mindset that we are serving not just today’s decision‑makers, but their children and grandchildren. By focusing on multigenerational planning, tax‑efficient strategies, and long‑term stewardship, we ensure that clients can protect what they’ve built and pass it forward with confidence.

Our Why:
To guide families like ours—immigrants, entrepreneurs, wealth builders—so they can grow, protect, and share their wealth for generations, building a legacy that extends far beyond money.

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.
Friday, March 27th 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...

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.