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    Roy Ku

    Financial Advisor

    Roy Ku is a financial advisor at Merrill Lynch with a solid background in the wealth management industry.

    With over 25 years of experience, Roy began his financial career in 1995 and later joined Merrill Lynch in 2015.

    Prior to this role, he held positions as an analyst and portfolio manager, accumulating a diverse skill set in asset management.

    Roy and his team at Merrill Lynch specialize in assisting high net worth individuals, families, corporate executives, and business owners achieve their financial goals.

    They provide comprehensive services including investment and retirement planning through a goal-based process, tailored to each client's unique needs.

    Key areas of focus for Roy's team at Merrill Lynch include wealth building, education and retirement planning, trust and estate planning, stock diversification, and banking solutions for businesses.

    To learn more about Roy Ku's services, you can reach out to him via email at roy.ku@ml.com or by phone at 212-415-8885.

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    Location

    Greater New York City Area