

There is always the potential of losing money when you invest in securities.Īsset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. If you have questions regarding your particular situation, please contact your legal or tax advisor. This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. Finance: Bringing it all together and defining your financial goals.Work: Working in retirement, selling or starting a business.Giving: Volunteering, mentoring others and giving to charities.
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Wong is a CERTIFIED FINANCIAL PLANNER TM professional.

Passionate about delivering excellent service, Hanson works to help individuals drive progress, make more informed financial decisions and save time. He draws on the investment insights of Merrill and the banking convenience of Bank of America to help his clients meet financial challenges - and take advantage of potential financial opportunities. He focuses on providing the highest level of service around developing custom tailored investment management strategies, and access to Bank of America’s banking solutions for individuals, their families and their businesses by understanding their short and long-term financial objectives. He works closely with each client’s other trusted advisors to give him the perspective to help clients set and pursue a variety of goals. Working collaboratively, Hanson strives to provide clients with a breadth of strategies, premier customer service, and robust financial tools to assist them in pursuing their goals. Between that, he spent a year at a start-up, serving as the director of finance and administration for an online boutique retail company. Earlier in his career, he managed private equity distributions serving the largest US public pension fund, worked in equity research / investment banking, and underwrote commercial credit lending. Prior to joining Merrill, he worked at a top global multi-strategy hedge fund on a small team of seven investment professionals managing a multi-billion dollar hedged long/short equity portfolio, and before that, he worked on a Morningstar 5-Star rated mutual fund, analyzing stocks and maintaining high-net worth individuals’ separately managed accounts. Hanson Wong has been in the financial services industry since 2000 and joined Merrill Lynch Wealth Management in 2019.
