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Lia Zheng
Lia Zheng
Senior Financial Advisor, First Vice President | Merrill Lynch
San Jose, California, United States
Lia Zheng
Summary
Lia Zheng is a seasoned financial advisor with a strong background in statistics and a focus on ultra-high-net-worth clients. Currently serving as First Vice President at Merrill Lynch, she excels in crafting personalized financial strategies that align with her clients' unique goals. Lia's analytical skills, honed through her education and experience, allow her to navigate the complexities of wealth management with precision. Her commitment to integrity and exceptional client service has earned her a reputable standing in the financial industry. With a career spanning over a decade, she has also gained valuable experience at Vanguard, further enhancing her expertise in the financial sector. Lia continues to leverage the vast resources of Merrill to deliver outstanding results for her clients. She is passionate about providing tailored solutions that meet the evolving needs of her clientele, showcasing her dedication to their financial well-being.
Lia Zheng
Work Experience
Senior Financial Advisor, First Vice President at
Merrill Lynch
May 2017 - Present
Retirement Associate at
Vanguard
July 2011 - July 2016
Lia Zheng
Education
Arizona State University, Bachelor's Degree - Statistics
January 2007 - January 2010
Frequently Asked Questions about Lia Zheng
What is Lia Zheng email address?
Lia Zheng's primary email address is *********@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Lia Zheng work for?
Lia Zheng is a Senior Financial Advisor, First Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.
Where Lia Zheng graduated from?
Lia Zheng holds a degree in from Arizona State University.
How can I directly contact Lia Zheng?
To contact Lia Zheng directly, you can use the email address *********@ml.com. Complete contact information is available upon registration with Muraena.
Who is Lia Zheng?
Lia Zheng is a seasoned financial advisor with a strong background in statistics and a focus on ultra-high-net-worth clients. Currently serving as First Vice President at Merrill Lynch, she excels in crafting personalized financial strategies that align with her clients' unique goals. Lia's analytical skills, honed through her education and experience, allow her to navigate the complexities of wealth management with precision. Her commitment to integrity and exceptional client service has earned her a reputable standing in the financial industry. With a career spanning over a decade, she has also gained valuable experience at Vanguard, further enhancing her expertise in the financial sector. Lia continues to leverage the vast resources of Merrill to deliver outstanding results for her clients. She is passionate about providing tailored solutions that meet the evolving needs of her clientele, showcasing her dedication to their financial well-being.
Lia`s contact details
*********@ml.com
Colleagues
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