Ann Wang Email & Phone Number

Ann and her team recently joined Rockefeller Capital Management from Merrill Lynch/BofA to continue to elevate their clients' access to best in class investment strategies and planning services.Recently ranked in Forbes Top Women Advisors 2023 and Working Mother Top Wealth Advisors, Ann was excited to be offered the opportunity to join Rockefeller Capital Management.Ann’s holistic practice is detailed, comprehensive, and educational. She helps clients maximize their financial opportunities through making educated and disciplined financial decisions. Because Ann works closely with her clients throughout the year, she is often the first to catch opportunities and works with clients’ CPAs, Attorneys, and other Trusted Advisors to execute them.Ann’s approach is highly customized. She reviews each client’s specific situation in order to find the most cost-efficient and tax-efficient solution. She also specializes in creative thinking utilizing tax and estate planning to ensure that no financial opportunity is left untapped.Ann’s clients range from new investors to CFOs. What they all share in common is their desire for: high service levels, unbiased advice, holistic planning, client education, creative thinking, cost and tax efficiency, consolidation of their financial life, and the resources and innovation offered by Rockefeller. Ann fully paid her way through Cornell University where she graduated on the Dean’s List, received her B.S. in Business, and worked as a Statistics Teaching Assistant. She is a graduate of H&R Block’s Income Tax Course and has held the CFP® designation.Ann’s personal hobby is real estate investing. Originally from New York, she and her husband Jamie now reside in Mill Valley. Specialties: *concentrated stock strategies – risk and tax management, 10b5-1 plan designs*alternative ways to invest outside of traditional stocks and bonds*tax minimization *holistic financial planning - including tax, retirement, estate, and college*sole practitioner tax sheltering