San Jose, CA Saratoga Ave Office

Cliff Ahn is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. He has previously worked at Bank of America, Fidelity Investments, and held academic appointments at the University of California, Berkeley. He was also the owner of Context Switch LLC, a personal and professional coaching business that is currently being closed. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Collin Chu is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Ardent Capital, and has prior experience at San Jose State University and Round Table Pizza. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yu Hong Tan is a financial advisor with Merrill in San Jose, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2024, Tan worked at Charles Schwab and Charles Schwab Bank from 2022 to 2024 and has earlier experience in the hospitality sector. Outside of advising, Tan is a co-owner of a family rental property in Sacramento. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

Khuong Tran is an advisor at Merrill with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Hong Leong Bank Vietnam. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.