Merrill Lynch Financial Advisor Huan "Ruth" Lai
560 South Winchester Boulevard, San Jose, California 95128
About the Business
. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
Photos
Hours open
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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