Xinyu Feng

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Chapel Hill, NC 27517

Credentials

Series 66

Industry experience

2 years

About

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.

Expertise

General retirement planning College savings (529s, UTMA, etc.) Elder care planning Home buying Cash flow / budgeting

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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