Nikki Wang, Cpwa® Email & Phone Number

Clients who have cross-border wealth and business interests look to me for strategy, advice, and direction. I am a Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. I’m accustomed to working with an accomplished clientele who appreciate the focused attention and close coordination I can provide. Client referrals are my primary source of new relationships—an honor that spurs my desire to exceed expectations. I understand the distinctive challenges that high-net-worth and ultra-high-net-worth clients encounter in managing their financial affairs. I offer a tax-sensitive approach to building and transferring wealth, helping individuals and families acclimate to the U.S. financial system and pursue wealth that spans generations.DIFFERENTIATORS: •​Fluent in Mandarin. •​A single source for the needs and interests of successful families: traditional and alternative investments, trust and estate planning services, pre-liquidity-event planning, stewardship and family wealth dynamics, and family foundation design. •​Experience in banking and wealth management since 2008. •​Dedicated to client privacy.MY BACKGROUND: •​B.A. in Business Economics, University of California, Irvine •​Founder of a nonprofit at UC Irvine dedicated to professional development and community service •​Significant experience with international business owners and multigenerational families——*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Listed skills include Banking.