Xinyu Feng
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Xinyu Feng is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Feng works directly with clients to understand their financial priorities and develop tailored strategies aimed at pursuing their short-, mid-, and long-term goals. Feng provides guidance on a range of financial matters, including general investing, retirement planning, and preparation for unexpected expenses, while also offering access to Bank of America specialists for banking, credit, home financing, and small business services.
With expertise in helping clients navigate complex financial decisions such as home purchases, college savings, eldercare, and healthcare preparation, Feng focuses on defining client goals and designing portfolio strategies to meet them. As a Personal Investment Advisor (PIA), Feng maintains an ongoing advisory relationship to adjust financial plans as clients’ needs evolve. Feng holds a bachelor's and a master's degree from the University of North Carolina System and communicates fluently in English and Chinese.
Bank of America, N.A.
2025 - Present (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2025 - Present (1 year)
LPL Enterprise, LLC
2024 - 2025 (1 year)
The Prudential Insurance Company Of America
2023 - 2025 (2 years)
Pruco Securities Llc
2023 - 2025 (2 years)
Equitable Advisors Llc
2023 - 2023 (1 year)
Gd Realty Llc
2021 - 2025 (4 years)
Elon Universtiy
2018 - 2022 (4 years)
Not Employed
2018 - 2018 (1 year)
University Of North Carolina At Greensboro
2012 - 2018 (6 years)
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