Merrill Lynch Financial Advisor Mariana Ng Meyerson
200 Park Avenue, Manhattan, New York 10166
About the Business
![Merrill Lynch Financial Advisor Mariana Ng Meyerson Merrill Lynch Financial Advisor Mariana Ng Meyerson](https://guideinua.b-cdn.net/images/logo_new/832/28998119/logo.webp)
The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities.
Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
With a Bachelor's Degree in Economics from Sydney University, Mariana is dedicated to understanding her clients' needs and goals to create comprehensive financial plans that align with their investment personality and life priorities. She believes in building long-term relationships with her clients, providing personalized service and strategies to help them achieve their financial objectives at every stage of life.
Mariana is supported by a team with decades of experience in investments, trust & estate planning services, intergenerational wealth transfer, philanthropic endeavors, and lending. She believes in the importance of giving back to the community and volunteers with local organizations.
By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, Mariana helps clients identify and prioritize their goals, customize their financial approach, and track changes in their financial situation over time. She believes in the power of ongoing communication and collaboration to help clients navigate market fluctuations and changes in their life circumstances.
As a Merrill Lynch Wealth Management Advisor, Mariana is committed to putting her clients first, providing personalized investment strategies, comprehensive financial solutions from Bank of America, and dedicated one-on-one relationships. She believes in the power of the right advisor to help clients achieve their financial goals and live their best financial lives.
Location & Phone number
200 Park Ave 13th Floor, New York, NY 10166, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
-
Financial Decisions780 3rd Ave #1901, New York, NY 10017, United States
-
Women In Development555 8th Ave #1902, New York, NY 10018, United States
-
OnPepper48 Wall St 5th floor, New York, NY 10005, United States
-
Markets Group44 E 32nd St floor 4, New York, NY 10016, United States
-
Policy Smart445 Park Ave floor 9, New York, NY 10022, United States
-
Retirable41 E 11th St 11th floor, New York, NY 10003, United States
-
SCORE26 Federal Plaza Room 3100, New York, NY 10278, United States
-
Jordan & Jordan11 Hanover Square 14th floor, New York, NY 10005, United States
-
Dinh Truong1230 6th Ave, New York, NY 10020, United States
-
Calculate109 W 27th St 7th Floor, New York, NY 10001, United States
-
Full 36040 Exchange Pl # 602, New York, NY 10005, United States
-
Ethic99 Hudson St 17th floor, New York, NY 10013, United States
-
Harness Wealth32 6th Ave Floor 13, New York, NY 10013, United States
-
Farther150 Greenwich St, New York, NY 10007, United States
-
First New York90 Park Ave 5th floor, New York, NY 10016, United States
-
Corsair Capital717 5th Ave, New York, NY 10022, United States
-
Merchant Investment Management600 Madison Ave 17th Floor, New York, NY 10065, United States
-
LifeSci Advisors250 W 55th St #3401, New York, NY 10019, United States
-
Fidelity Asset Management Inc401 E 60th St # 36B, New York, NY 10022, United States
-
cfX Incorporated55 Broadway #2608, New York, NY 10006, United States
-
Low Income Investment FundLefcourt National Building, 521 5th Ave #625, New York, NY 10175, United States
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Comprehensivefinancialplans
- Concentratedstockpositions
- Creditlending
- Economicsdegree
- Englishlanguage
- Financialadvisor
- Fluentcantoneese
- Fluentmandarin
- Inheritanceplanning
- Investmentservices
- Investmentstrategy
- Investorrelationships
- Legacyplanning
- Merrilllynch
- Philanthropicendeavors
- Philethropydonations
- Retirementplanning
- Seniorfinancialadvisor
- Trustandestatetrusteeship
- Ulhnethnetworthfamilies
- Wealthmanagement
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos