Verified recordFinancial Services

Tien Sun

Senior Financial Advisor at Merrill Lynch

Based in Atlanta, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Atlanta

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

t•••••••@ml.com

Phone

5 credits

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Background

About Tien Sun

What matters to you matters the most to me. Speak with me for a few minutes, and you'll notice something different. Supportive and insightful, I begin every relationship with a conversation, helping clients identify and prioritize which goals matter most. Working with a diverse clientele and through my personal experience, I have a profound understanding of balancing life priorities while keeping finances in order. Holding the Certified Divorce Financial Analyst®, CDFA® designation I have compassion and a nuanced understanding of the needs of individuals taking full responsibility for their finances and maintaining a dual role as wage earner as well as a caregiver for children or aging family members. Our team works with your attorney and accountant to help ensure all of the pieces of your financial life are seamlessly moving forward together. An array of planning, banking, lending, trust, estate, and investment services from Merrill and Bank of America are available to help you simplify the complexities of a busy life. This includes, for business owners, helping you manage business finances and personal wealth, whether you are in the initial stages of growing a business or have a mature enterprise that you wish to sell or pass on to the next generation. I am passionate in helping you anticipate, plan, and navigate life's transitions together!Let's talk. It would be a pleasure to get to know who you are and how Merrill can help you pursue your life goals and plan for your legacy. 770.858.1231 and tien.sun@ml.com.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

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Tien Sun Email & Phone Number @ Merrill Lynch | Kipplo Discover