Robert Yan Email & Phone Number

I'm a financial problem-solver. I work closely with individuals, couples, and families, helping them enact a more thoughtful and purposeful approach to their wealth. People come to me with a range of needs. Some anticipate retirement in the next few years and want to know if they are on track for that milestone. Others are already enjoying retirement but want to discern if their wealth is working strategically on their behalf. Still others come to me with a more definitive question in mind-preparing a business for sale, diversifying a portfolio, securing financing for a first or second home, or another financial need. To these questions and others, I bring a calm and rational presence, helping people weigh their options and laying out a course of action that reflects their unique priorities. Each person is different-a fact that lends vibrancy and rigor to my work. WHAT IS IMPORTANT TO ME: • Finances are so central to people's well-being. I treat others with the integrity and diligence I would want for my own friends and family. • I strive to connect people with the information they need to make informed decisions about their wealth, helping them grow as capable and confident stewards. • I welcome people who traditionally have been underserved in wealth-management, helping them capitalize on the services and offerings that can have a material impact on their long-term outcomes. OUTSIDE THE OFFICE An avid golfer, I enjoy the challenge of refining my game. I also like to travel, try new restaurants, and play video games. Within the firm, Robert is active in business strategy with Bank of America's Asian Leadership and LGBTQ employee networks. REACH ME DIRECTLY: 941-364-5630 robert.yan@ml.com Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Apr 2012 - Present - New York, Ny, Us

  As a Senior Financial Advisor with Merrill Lynch Wealth Management my singular goal is to provide you with sound financial advice. The traditional way of investing -- focusing only on markets and returns -- isn't enough in today's world. Success is about serving your priorities from managing healthcare expenses to buying a vacation home to leaving a legacy or spending your free time in a way that's meaningful to you. Focusing on your goals and priorities means being more purposeful in your investments and funding them prudently. I seek to help you achieve the best for you and your family at each stage of your life. Because in the end it's not about what you make but, rather, what you keep. I provide the following services to my clients to help bring clarity to their financial picture and confidence in achieving their life goals: Life Priority Assessment Wealth Forecasting Analysis Tax Minimization Strategies Home Financing & Asset-Based Lending through Bank of America, N.A. Portfolio Management Cash Flow Analysis & Income Planning Strategies Insurance Planning Social Security, Long-Term Care, and Medicare Review 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. Robert Yan NMLS ID 918216

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  New York University

  Bachelor'S Degree