PROFESSIONAL PROFILE
Jan Huang is a Vice President who has been with Merrill Lynch since 1991. She holds a BS degree from Clemson University in South Carolina, a MS degree from Rutgers in New Jersey, and an MA degree from Central Michigan University. Jan specializes in the development and implementation of wealth creation and maintenance strategies, with regard to personal and business assets. Her clients include national and international, small and medium-sized businesses, business owners, as well as other individuals concerned about retirement and wealth solutions in today's economic enviornment.
As a Merrill Lynch Wealth Management Advisor, Jan also assists clients in developing long-term financial strategies, guiding them in choosing the proper asset allocation and diversification according to their risk tolerance and investment objectives. Jan provides customized, advice-driven solutions drawing on a vast array of investments, cash management tools, and lending products to help clients meet their financial goals. By gaining a thorough understanding of the client's needs and objectives, she is able to help them develop effective strategies that match their unique values and circumstances, while helping them reach their goals and dreams.