Arcy Wang
Financial Advisor
3700 Buffalo Speedway
Houston, TX 77098
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Arcy's wealth management approach is specifically designed to address the needs of affluent families and small to mid-sized companies through employing an objective and systematic process in offering effective financial strategies. Anchored by a needs assessment process, she commits her efforts in providing clients with sound advice on creating long term financial goals, developing an asset allocation policy, strategically customizing and implementing investment solutions based upon the clients risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation, and reviewing performance regularly and proactively. Her services and core principles are aligned with the interests of clients to deliver disciplined strategies in all market cycles.

Arcy obtained her Master of Law from Boston University School of law and also hold FINRA Series 7 & 66 registrations along with New York Bar Admission.

*Arcy does not provide legal advice in her current role with Merrill.

About Me

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.

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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Yiping Wang is registered to do business in AZ, CA, CO, CT, DE, FL, ID, IL, IN, KS, LA, MA, MI, NC, NJ, NY, TN, TX, UT, VA, WA, WY.