Vice President Senior Financial Advisor, PIA Program Portfolio Manager


We make financial lives better through the power of every connection. Together, we are a company that recognizes the potential of every employee by actively encouraging a diverse and inclusive workplace – in thought, sexual orientation, gender identity, race, age, and experience. This commitment helps make Merrill Lynch a great place to work where every employee is welcomed and given the support to build careers where they can make a difference and contribute to the responsible growth of our business.
Robert Yan, Senior Financial Advisor, Vice President, began his financial services career in 1992. As a Senior Financial Advisor Robert has assisted clients by managing their individual wealth through multiple and complex market cycles meeting their individual needs. Robert is a frequent and sought-after speaker on investment planning for retirement which has been a primary business focus for Robert and his team for decades. Robert focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every strategy is grounded in understanding what each client wants to achieve. Robert is an avid golfer and enjoys traveling with his partner of over 25 years.
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