Merrill Lynch Financial Advisor Jason Ting

Merrill Lynch Financial Advisor Jason Ting, located at 101 South Ellsworth Avenue in San Mateo, California, offers comprehensive financial services tailored to meet the individual needs of each client. Ting & Associates believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America.

With a diverse clientele ranging from entrepreneurs to top executives, Ting & Associates provides dedicated wealth management services focused on helping clients achieve their financial goals. The institution takes a goals-based approach to wealth management, considering factors such as income, expenses, investments, debt, and retirement planning in order to develop an integrated strategy.

Clients of Ting & Associates have access to a wide range of investment opportunities, global research, and portfolio management insights from Merrill Lynch Wealth Management. The institution offers advice and guidance on everyday investments, intermediate portfolios, and aspirational investments, tailored to each client's risk tolerance and financial objectives.

The team at Ting & Associates understands that each client has unique financial concerns and motivations driving their goals. By asking insightful questions and listening to the individual needs of each client, the institution is able to provide personalized wealth management strategies designed to help clients achieve financial success.

Recognized for exemplary client service, Merrill Lynch Financial Advisor Jason Ting and his team have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors," as well as On Wall Street's "Top 40 Advisors Under 40." Supported by the global resources of Merrill Lynch, Ting & Associates is committed to guiding clients every step of the way on their financial journey.