The Kong Shaw Group

Merrill Private Wealth Management
1100 East 6600 South
Suite 140
Salt Lake City, UT 84121
(415) 955-3930
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Our clients are a limited number of successful, wealthy families and individuals.  Our approach is to listen to our clients and learn about their goals.  Specifically, we want to understand their answer to a simple question: “what is your goal for this money?”  Once derived, we combine our more than 55 years of experience and perspective with the capabilities of a global institution to deliver highly customized strategies individually tailored to meet the needs of each of our clients.
The Kong Shaw Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
John Shaw
Managing Director, Private Wealth Advisor
Forbes' "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2019-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Peter Kong
Managing Director, Private Wealth Advisor
415.955.3886
John Shaw,

CDFA®,CEPA®,CFP®

Managing Director, Private Wealth Advisor
415.955.3930
Timothy Whitehurst
Officer, Senior Private Wealth Client Associate
415.955.3833
Jerod Mah
Private Wealth Client Associate
415.955.3896
Ipsita Agarwal
Private Wealth Client Associate
415.955.3830
Chad Van Den Top
Vice President, Private Wealth Manager
415.955.3805
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.
Jeralyn Seiling
Private Wealth Strategist
Nathaniel Cooke
Senior Structured Credit Executive
Tai Tu
Senior Wealth Management Lending Officer
NMLS #483747
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth
Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth Advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.