Tong Wu is a Financial Advisor at Merrill, fluent in both Mandarin Chinese and English. My goal is to connect you to the people, plan and process that best fit your unique ambitions. Everything I do for and with you takes into account your personal perspectives and priorities.
As part of the global resources and trusted reputation of Merrill, Tong offers clients access to a full range of investment and wealth management strategies, while providing attentive, one-on-one service rooted in trust, transparency, and long-term relationships.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
