Sylvia S. Han joined Merrill in 2013, where as a Wealth Management Advisor she enjoys working with clients to provide customized advice and service to support their pursuit of retirement, philanthropic, or business goals and desire to spend cherished time with family and friends. Using experience ...more

Sylvia S. Han joined Merrill in 2013, where as a Wealth Management Advisor she enjoys working with clients to provide customized advice and service to support their pursuit of retirement, philanthropic, or business goals and desire to spend cherished time with family and friends. Using experience gained as a global portfolio manager and analyst at institutional investment firms, she understands the importance of portfolio risk control and responsiveness to opportunities in the market. Along with goals-based wealth planning, she has an interest in ESG investing and offers seamless access to top-ranked firm-wide resources. While not at work or spending time with family, Sylvia volunteers as an advisory board member for the Cary Library Foundation and the Boston Lyric Opera. In addition, she serves as a committee member of The President's Council of Cornell Women, The Council of Korean Americans, and The Boston Club. Sylvia earned an undergraduate degree in economics from Cornell University, and later received an MBA at Boston University. She holds the Chartered Financial Analyst ® (CFA®) designation and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and is a member of the CFA Institute and the Financial Planning Association.less