Verified recordFinancial Services

Wei Chen

Senior Financial Advisor, Vice President at Merrill Lynch

Based in Stamford, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Stamford

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

w•••••••@ml.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Wei Chen

I believe a sound financial plan is the essential element to help achieving successful wealth accumulation, therefore, a better and comfortable retirement life in the future. Merrill Personal Wealth Analysis can help you to identify where you are now and how we can help you to achieve your financial goal realistically. As a Financial Advisor, my job is to work with you to create a disciplined financial strategy that is reflecting to your life priorities. Whether you are focused on building, preserving or transferring wealth we are committed to help you address your financial objectives at every stage of your life. Since 2005, I have been serving many clients in achieving their financial goal. If you are looking for a reliable and dependable financial advisor, I definitely believe I can help. I dedicated my time between work and family life. I love biking and running. My hobbies includes gardening and oil pastel painting. I love to speaking with people sharing common interests. Let's work together to built a better life and pursue your financial dreams! My contact information: 203 356 8864 wei_chen@ml.com *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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