Jimmy Yip Email & Phone Number

Jimmy has been in the financial services industry since 2004. Employing a goals based approach and through leveraging Merrill research capabilities he constructs measureable right risked portfolio strategies for working professionals, business owners, and their families. Jimmy's consultative goals based approach revolves around the conversation of understanding a client's goals, concerns, and aspirations. Upon gaining greater insight to what matters most to each client he prudently tailors a right risked investment portfolio and wealth management strategy utilizing the breadth of Merrill research and investment capabilities as well as providing access to the comprehensive banking services of Bank of America. Jimmy graduated from San Jose University, where he earned a B.S. in Business Marketing. Being a San Jose native Jimmy comes from a family of restaurateurs. Thus naturally he enjoys cooking for family and friends. *Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

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  San Jose State

  Bachelor'S Degree