Ruth Lai
Senior Vice President, Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Ruth Lai
Ruth works closely with each family to help preserve and grow their wealth through thoughtful planning and a disciplined investment approach. She focuses on creating tailored portfolio strategies that incorporate alternative investments, personalized tax optimization, wealth transfer planning, and philanthropic solutions. Ruth\'s extensive knowledge is dedicated to helping to meet the unique needs of High Net Worth individuals, delivering customized strategies with a focus on long-term success.*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.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Experience
Wealth Management Advisor, Senior Vice President
Mar 2018 — Present
Education
Middlebury Institute of International Studies at Monterey
Masters of Business Administration
2016 — 2018
Peking University
Bachelor's Degree
2012 — 2016
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