Lacey, WA Office

Updated today

Client AUM

$1,256,222,891

Clients

2,042

Advisors

1

Of 39 advisors across 21 offices

Clients per advisor

52

Typical

Avg AUM per client

$615,192

Typical

HNW client ratio

18%

Typical

Location

Lacey WA

Advisors at this office

1

Advisors at this office

Yu L

Series 63, Series 65

Lacey, WA

Madison Partners

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.

Wealth management Tax-loss harvesting Retirement income strategy Business Financial Management General retirement planning Founder/Business Owner Executive
View complete list of advisors at this office
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