Susan Liu

About Susan Liu

My belief is that managing wealth extends beyond building investment portfolios. My goal is to give my client the best life possible with resources they have. Each person\'s future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key life priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less! I began my financial services career in 2015. I have completed training of being a financial advisor. Service to the community is an integral part of my life. I served as a consultant at Light of Christ Lutheran Chinese Mission to serve the local Chinese community in St. Louis, member of Asian Pacific American Advocates St. Louis and am member of Asian American Chamber of Commerce. I am honored to assist clients in meeting their financial serivces needs.

Experience

1. Senior Financial Advisor

   Merrill Lynch

   Mar 2019 — Present

Education

• Beijing Technology and Business University

  Bachelor's Degree

  1995 — 1999

• University of Hertfordshire

  Master's Degree

  2004 — 2005

• Washington University in St. Louis

  Master's Degree

  2014 — 2015