Being an immigrant has helped me be entrepreneurial, strengthened my endurance and deepen my empathy toward others. Now I am a seasoned career-driven mom - I love my family and enjoy my job. When life throws a curve ball, my clients have me in their corners offering them stability so they can take care of their loved ones, pursue their dreams and live the life they envision with financial confidence.
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.