Jaue Hwa Huang
Advisor at Merrill
Updated today
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About
Jaue Hwa Huang is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career with Merrill in 1991 and serves a diverse client base that includes national and global companies, small and medium-sized businesses, and individual clients. Her approach to wealth management focuses on understanding each client's personal goals through attentive listening and developing comprehensive strategies tailored to their objectives. Utilizing investment insights from Merrill and the banking services of Bank of America, she addresses multiple facets of clients' financial lives, specializing in areas such as personal retirement planning, portfolio management, and retirement income.
Jaue Hwa holds a Bachelor of Science degree from Clemson University, a Master of Science from Rutgers University, and a Master of Arts from Central Michigan University. She maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Chinese, she participates actively in her community. She serves on the boards of the Dearborn Symphony Orchestra and the Salvation Army Metro Detroit Advisory Board, reflecting her commitment to community involvement.
Outside of her professional work, Jaue Hwa enjoys music, traveling, and spending time with her family. Her philosophy centers on collaborating closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals.
Expertise
Wealth management
Retirement income strategy
General retirement planning
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1991 - Present (35 years)
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