Harrison Xu
- Role
- Financial Advisor at Merrill Lynch
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Harrison Xu
My team and I work collaboratively to help clients prepare for and transition to…
Experience
Financial Advisor
Jan 2015 — Present
I work with individuals that require more complex strategic retirement planning and investment management. I also educate individuals on strategies designed to help them maximize the value of their equity compensation from their companies. My goal is to understand their personal situation and circumstances so I can customize a strategy of their stock awards designed to meet their liquidity needs in a tax-efficient manner. My service model includes collaboration with clients\' other advisors to address tax strategies.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.