Ling Yang
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bridgewater, NJ 08807
Credentials
Series 66
Industry experience
8 years
Ling Yang is a Senior Financial Advisor at Merrill Lynch Wealth Management in Bridgewater, NJ. She manages wealth for high-net-worth individuals, families, and non-profit organizations, helping them achieve investment, wealth transfer, and philanthropic objectives. She also works with private business owners on financing, business growth, employee benefits, and pre-transaction planning.
Powered by the Merrill Lynch Wealth Management program, Ling collaborates with a team of specialists and analysts to implement financial strategies tailored to her clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. Her expertise includes investment management, retirement planning, corporate retirement planning, alternative investments, employer stock and option risk management, trust and estate planning, credit and lending solutions through Bank of America, and insurance policies including life insurance, annuities, and long-term care.
Ling earned her MBA in Finance from the University of Southern California. She speaks English, Chinese, Mandarin, Taiwanese, Wu, and Japanese. In her spare time, she enjoys cooking, hiking, traveling, and yoga.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
100 Somerset Corporate Blvd
Bridgewater, NJ 08807
New Jersey · Texas
Bank of America, N.A.
2017 - Present (9 years)
Merrill
2017 - Present (9 years)
TRU Thai Fine Dining LLC
2015 - 2017 (2 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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