Anna Yi Email & Phone Number

I am a Senior Financial Advisor with the Ma Teigen Group at Merrill Lynch Wealth Management. I provide advice and guidance to an accomplished clientele, many of whom are wealthy Asian families. I support multiple generations in acclimating to the American financial system, working in concert with my team members to delineate a more direct path to client goals. Drawing on more than a decade of experience, I strive to make clients' financial lives easier and more efficient. I appreciate the distinctive needs of business owners, executives, and successful families, advancing their priorities through my hard work and reliable follow through.Clients look to me and my team as a single source for integrated wealth management. The Ma Teigen Group is particularly skilled in helping clients capitalize on the resources available for building and transferring wealth more effectively, including tax-efficient models investing, business structuring, long-term planning, and higher-education savings. In addition, I and my team provide access to banking and lending opportunities through Bank of America. A strong relationship-builder, I am gratified that client referrals are my primary source of new relationships-an honor that inspires me continuing efforts to exceed expectations.I began my financial services career in 2013. My experience includes tenures with J.P. Morgan, US Bancorp, and PNC Bank. I have steadily taken on additional responsibilities throughout my career and I served as a Financial Advisor since 2019. I earned my M.B.A. in Finance from Mercer University in Atlanta. I also hold an M.B.A. in Economics and a bachelor's degree in Marketing from Ramon Magsaysay Technological University in the Philippines. I am fluent in Mandarin and have professional working proficiency in Yue (Cantonese). In my free hours, I serve as the Vice President of the Badminton Club for the Chinese University Alumni Association Alliance of Southern California and is a member of the Badminton Club for the North America Chinese University Alumni Alliance.I and my husband are avid badminton players and are members of the Los Angeles Badminton Club. We have a young daughter, who brings much joy to our lives. Weekends find us spending time outdoors and exploring new destinations.

Listed skills include Investment Management Consulting, Family Wealth Management Strategies, Education Planning, Investment Advisor, and 1 others.