Merrill Lynch Financial Advisor Jenny W Lee
About the Business
Merrill Lynch Financial Advisor Jenny W Lee is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Specializing in personalized wealth management strategies, Jenny Lee works with clients to create flexible financial plans tailored to their individual goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Jenny Lee and her team are committed to building strong client relationships based on trust and personalized service. By understanding clients' aspirations and financial needs, they develop customized plans to help manage, grow, and preserve wealth for the future. With a focus on ongoing communication and adjustments as life changes, Merrill Lynch Financial Advisor Jenny W Lee is dedicated to helping clients achieve their financial goals.
Location & Phone number
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States
Hours open
Monday:
6:30 AM - 3:00 PM
Tuesday:
6:30 AM - 3:00 PM
Wednesday:
6:30 AM - 3:00 PM
Thursday:
6:30 AM - 3:00 PM
Friday:
6:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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