San Francisco, CA Irving St Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,478 advisors across 3,099 offices

Location

1945 Irving St

San Francisco CA 94122

Advisors at this office

2

Advisors at this office

Yi X

Series 66

San Francisco, CA

Merrill

Yi Xing is a Senior Financial Advisor with the Ma Teigen Group at Merrill Lynch Wealth Management. She provides advice and guidance to a diverse clientele, including many wealthy Asian families, supporting multiple generations as they navigate the American financial system. Yi collaborates with her team to establish clear paths toward client goals, focusing on making clients' financial lives more efficient. Her expertise includes managing new wealth, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategies, and retirement income planning. Yi began her financial services career in 2013, with experience at institutions such as J.P. Morgan, US Bancorp, and PNC Bank. She has served as a Financial Advisor since 2019 and holds professional designations including Personal Investment Advisor (PIA). Yi earned a Bachelor’s degree and an MBA in Economics from Ramon Magsaysay Technological University in the Philippines, as well as an MBA in Finance from Mercer University in Atlanta. She is fluent in Mandarin and proficient in Yue (Cantonese) and English. In addition to her professional role, Yi is actively involved in community organizations such as the Chinese University Alumni Association Alliance of Southern California, where she serves as Vice President of the Badminton Club, and the Badminton Club for the North America Chinese University Alumni Alliance. She and her husband are avid badminton players and members of the Los Angeles Badminton Club. They have a young daughter and enjoy spending time outdoors and exploring new destinations on weekends.

Wealth management Tax-loss harvesting Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive Women Professionals
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Meifang W

Series 66

San Francisco, CA

Merrill

Meifang Wang is a financial advisor at Merrill with seven years at the firm and three years of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she spent 18 years at XingXing Art and Learning Center. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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