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Senior Financial Advisor
Senior Vice President - Investments
Managing Director - Wealth Management
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.
Peter Hwang, Managing Director-Wealth ManagementWealth Management AdvisorInternational Financial AdvisorPeter 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.Byung S. Lee, Vice President, Senior Financial Advisor, CRPC®Byung 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 nine 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, Client Associate Jonathan Kim joined the Peter Hwang Group in 2014 and provides research for the team’s 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 has received a B.S. from University of Michigan with a major in Industrial & Operation Engineering and minor in Mathematics.Frederick Sauvan, Registered Client AssociateFred plays a vital part in our client support and retention activities. He is a graduate of Johnson & Wales University with a Bachelor's of Science in Business Administration.
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
Byung Sun Lee is registered to do business in : AL, CA, CT, GA, MI, NJ, NY, OH, TX, VA, WI
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