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114 WEST 47TH STREETNEW YORK,
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Senior Financial Advisor
Senior Vice President - Investments
Managing Director - Wealth Management
Senior Intl Financial Advisor
Reg Senior Client Associate
Registered Client Associate
At Merrill Lynch we offer an institutional approach to investment and risk management coupled with personal services from a dedicated, hard working and experienced group of financial professionals with Ivy League educations and over 40 years of experience in the financial industry. Our illustrious list of clients includes corporate pension plans, high net worth individuals and families with the goal of wealth preservation.The team holds the prestigious Retirement Benefits Consultant (RBC) as well as the Defined Contribution Investment Consultant (DCIC) designations which only a select few Merrill Lynch financial advisors have earned. Merrill Lynch recognizes advisors holding these designations as those who have demonstrated a highly specialized knowledge designing, implementing and administering Defined Contribution and Defined Benefit retirement plans.
Peter Hwang, Managing Director-Wealth ManagementSenior Financial AdvisorRetirement Benefits ConsultantPeter Hwang is responsible for formulating our investment strategies and governing clients’ strategic asset allocations. Peter adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Peter joined Merrill Lynch in 2002. Prior to joining Merrill Lynch, Mr. Hwang served as the president of Samsung Securities U.S.A. Inc. Mr. Hwang also served as Chief of the International Finance Department for Samsung Corporation as well as the head of the M&A Team for Samsung Securities. Mr. Hwang has an MBA from the University Of Pennsylvania Wharton School Of Business.Steve Lee, Vice President, Senior Financial AdvisorSteve Lee is the partner and investment strategist for the team. Mr. Lee brings over 20 years of wealth advisory and institutional experiences to the group. Mr. Lee served as president of Korea Investment Trust Co. USA for four years. He also worked as analyst at the Securities and Exchange Commission and Chicago Board of Options Exchange. Mr. Lee has an MBA in Finance from Zicklin School of Business, Baruch College.Noriko Suzuki, Vice President, Senior International Financial AdvisorNoriko Suzuki is the partner responsible for managing the team's international client relationships. Mrs. Suzuki brings over 19 years of Wealth Advisory experience with overseas clients. She started her finance career at Morgan Stanley as a credit analyst followed by a wealth management career at UBS Private Banking Group in Japan. Mrs. Suzuki joined Merrill Lynch in 2000. She has a Bachelor of Arts in Economics from Boston University and an M.A. from New York University.Byung S. Lee, CIMA® CRPC®, Vice President, Senior Financial AdvisorRetirement Benefits ConsultantDefined Contribution Investment Consulting AdvisorByung Lee has more than 10 years experience of economic research in premier economic research and academic institutes both in the United States and South Korea. Mr. Lee received his Ph.D. training in Finance and International Economics from Columbia University and worked as a research fellow at the National Bureau of Economic Research. Before joining Merrill Lynch, Mr. Lee headed the research department of the Korean Chamber of Commerce and Industries in the USA, and his academic and research background have provided essential insight into market conditions and future market trends; therefore, he plays an integral role in formulating the teams’ long-term investment strategies. Gabriela Guardia, Registered Senior Client AssociateGabriela Guardia heads the operational management of the team. Ms. Guardia has been with Merrill Lynch for ten years and coordinates the client support system. Ms. Guardia has a Bachelor of Science in Finance and Marketing from the College of William & Mary. Jonathan Kim, Registered Client Associate Jonathan Kim joined the Peter Hwang Group in 2014 and conducts in-depth research for the team’s overall investment strategy. Prior to joining the team, Jonathan was at Bank of America’s Global Corporate and Investment Banking division conducting analysis on Fortune 500 companies and provided internal credit & risk ratings. Jonathan received a Bachelor's of Science in Industrial & Operations Engineering with a minor in Mathematics from the University of Michigan.Joanna Trabulsy, Client AssociateJoanna has been with Merrill Lynch for five years and assists in all operational and client servicing needs. Ms. Trabulsy is a graduate of Warner College where she earned a Bachelor's of Business Administration with a Finance concentration. Jay Jung Huh, Client AssociateJay Huh is the latest addition to the Hwang Group. Having had previous work experience in Japan, he services the team's international clientele. He graduated from New York University with a Bachelor's degree in Business and Psychology.*Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Woong seong Hwang is registered to do business in : AL, CA, CT, FL, GA, HI, MA, MI, MO, NC, NJ, NY, PA, TX, VA, WA
Steve Lee is registered to do business in : CA, CT, MA, NJ, NY, PA, TX
Noriko Suzuki is registered to do business in : CA, DE, FL, HI, LA, MA, MD, NC, NJ, NV, NY, RI, SC, WA
Byung Sun Lee is registered to do business in : AL, CA, CT, GA, MI, NJ, NY, OH, TX, WI
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