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Merrill Lynch Financial Advisor Sylvia S. Han
440 Boylston Street, Boston, Massachusetts, United States
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About the Merrill Lynch Financial Advisor Sylvia S. Han
Merrill Lynch Financial Advisor Sylvia S. Han is located at 440 Boylston Street in Boston, Massachusetts. Sylvia joined Merrill in 2013 as a Wealth Management Advisor, where she works closely with clients to provide customized advice and services to help them achieve their career, retirement, philanthropic, or business goals. With experience as a global portfolio manager and analyst, Sylvia understands the importance of portfolio risk control and seizing opportunities in the market. She is also interested in ESG investing and provides access to top-ranked firm-wide resources.
In addition to her work at Merrill, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. She is also a committee member of The Boston Club and The President's Council of Cornell Women. Sylvia holds a Chartered Financial Analyst (CFA) designation, CERTIFIED FINANCIAL PLANNER (CFP) certification, and is a member of the CFA Institute and the Financial Planning Association.
At Merrill Lynch Wealth Management, Sylvia focuses on building personalized plans centered on her clients' goals and priorities, helping them navigate life's changes and achieve financial success. By understanding her clients' investment personalities and priorities, Sylvia creates financial strategies that align with their unique circumstances. She works with clients to track changes in their lives and financial goals, ensuring that their approach remains relevant and effective.
As a Merrill Lynch Wealth Management Advisor, Sylvia helps clients address their financial needs and pursue their goals by providing personalized investment strategies and access to comprehensive financial solutions from Bank of America. She is registered to do business in multiple states and holds the necessary certifications to provide expert financial advice and guidance. Whether clients are planning for retirement, saving for education, or managing their wealth, Sylvia is dedicated to helping them achieve their financial aspirations.
Photos of Merrill Lynch Financial Advisor Sylvia S. Han
440 Boylston St, Boston, MA 02116, United States
Opening hours of Merrill Lynch Financial Advisor Sylvia S. Han
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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