Lijun H.

About Lijun H.

Change is constant. Disruptions are the new norms. As a financial advisor, I immerse myself in the forefront of capital markets and world innovation so clients don\'t have to. I provide busy, successful individuals with one-stop shop financial service access. With investment insights from Merrill and banking convenience of Bank of America, my fellow financial professionals and I work as a team to help clients build, manage, preserve, and transition wealth. Over the years, I\'ve dealt with the following financial and wealth management areas- Tax-smart planning strategies for high-income earners - Concentrated stock and real asset diversification - Highly appreciated asset liquidation strategy - Retirement plans for business owners and their employees - Gifting and estate planning strategies - Nonprofit, endowment, and philanthropic giving vehicles - Retirement and education planning Community involvement is an integral part of my life and how I interact with clients and communities. My Doctoral education in philanthropy and my family members\' dedicated service to the medical profession infuses me with passion for civic engagement, education, and healthcare. I am Vice President of Board of Director for P.E.A.R.L Institute of New York. I have been a regular speaker on philanthropy for a variety of nonprofits in the U.S. and abroad. Visit my website to learn more about me and what we can offer: https://advisor.ml.com/sites/az/scottsdale-az/lijun-he *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Experience

1. Senior Financial Advisor, Assistant Vice President

   Merrill Lynch

   Mar 2020 — Present

   Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Education

• University at Albany

  Master's Degree

  2005 — 2007

• Indiana University Bloomington

  Doctorate Degree

  2010 — 2015

• Lanzhou University

  Bachelor's Degree

  2001 — 2005