Ivan Wong
Financial Advisor
NMLS #1962999
1 Cowboys Way
Frisco, TX 75034
469.294.7958
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We'll deliver the investment insights of Merrill® to you and offer access to the banking convenience and lending solutions of Bank of America. We'll help you explore financial possibilities that may be available in today's changing markets.  And we can leverage additional support by calling upon our global network of specialists to assist you.
Profile

Ivan joined Merrill Lynch Wealth Management in 2020 and today focuses on serving Asian and military families. He earned his Ph.D. in Criminology from the School of Economic, Political, and Policy Science at the University of Texas at Dallas and conducted his doctoral and postdoctoral studies as a Research Fellow at the Caruth Police Institute. His work focused on socioeconomic disparities, public resource management and quantitative analysis and were published in academic journals including: Criminal Justice Review and the Police Journal: Theory, Practice and Principles. Ivan earned his B.S. in Criminal Justices and his M.A. in Criminology from Sam Houston States University, Texas. 

Ivan retired from the United States Army as a Major with 22 years of service and was deployed to Bosnia, Iraq, and Afghanistan. As a senior logistics executive, he planned fleet management, supply chain, and global transportation operations. He received the Bronze Star Medal, the Meritorious Service Medal, the Joint Service Commendation Medal, the Army Commendation Medal Fifth Award, the Army Achievement Medal Fourth Award, and the Combat Action Badge.
In conjunction with the local church , we sponsor and attend social events for local families, which affords us the opportunity to hear from the people whose lives are being directly impacted by economic uncertainty. Our group is committed to consistently working within the region and we readily make available our experience and insights that may be of benefit to those looking to preserve and grow their wealth.

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.
Peggy Elsenbroek
Wealth Management Lending Officer
NMLS #176709
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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Ivan Wong is registered to do business in AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY.