PROFESSIONAL PROFILE

John Ting CFP®, CIMA®, CRPC; CSNA; First Vice President - Investments
John started his career at Merrill Lynch in 1971. He graduated with his M.B.A. from the Haas School of Business at the University of California, Berkeley. He is a past member of the Advisory Council to Management for Merrill Lynch. In 1995, John received "The Eleanor and Christian De Guigne Award" for his outstanding leadership in healthcare philanthropy from the Mills-Peninsula Hospital Foundation. Besides investments, John's experience has helped him become very knowlegeable when it comes to Wealth Transfer Strategies. John is a fanatic when it comes to Cal Bears Football! He is married and has three children.

Jeffrey Ting CFP®, CIMA®, CRPC; CSNA; Vice President
Jeffrey began his career with Merrill Lynch in 1997 upon graduating from the University of California, Berkeley with a degree in Economics and a minor in Business Administration. He completed his Certified Financial Manager degree in 1998. One of Jeff's specialties include 401K Plans for Small to Medium-Size Businesses. Jeffrey is a strong supporter of the San Francisco International Asian American Film Festival.

Jason Ting CFM, CIMA®, CRPC; CSNA; Vice President
Jason has been with The Ting Group since 2002. He graduated from the University of California, San Diego with a degree in Communications and a minor in Video Production / Public Relations. He successfully completed his Certified Financial Manager exam after only 1 year at Merrill in 2003. In addition, Jason is a Life Insurance Agent and works closely with our Life Insurance Specialists to provide the best possible service and pricing to our clients. Jason is on the board for the Hillsborough Schools Foundation and was the President of the local UCSD Chapter in 2004/2005. He enjoys playing tennis and has a passion for the classic automobiles.

Linda Huynh, Sr. Registered Client Associate
Linda has been in the financial services industry since 1988. She completed the Series 7 certification in May of 2002. She is also the rewards specialist for our clients. Contact Linda directly for any of your banking needs. She enjoys traveling all over the world!

In addition to Linda, The Tings work with about 25 other specialists in the various areas listed below.

We specialize in Financial Planning and Asset Management for affluent individuals and families in the Bay Area and Asia. First, we evaluate your unique financial situation. Then, using the vast resources available to us here at Merrill Lynch, we create a disciplined investment strategy to help you reach your financial goals. Our team continues to track, monitor and review the plan to keep you on the road to success.

~Service, Service, Service~
Dedicated to client service, we have taken care of familes for over 37 years! Total Merrill means that we help our clients with their TOTAL Financial Picture. This includes:
*retirement planning
*estate & wealth transfer planning
*health & life insurance
*long term care
*liability management
*stock option analysis
*tax minimization strategies
*concentrated stock strategies
*alternative investments
*business financial services
*business valuation & sales
*banking (ask us about our NO ATM FEES (100 times up to $200 in fees per year rebated instantly!))
*Merrill+ Visa Credit Card with +Rewards in addition to a rewards point system!
*NEW Merrill Lynch American Express Accolades card EXCLUSIVE to Merrill Lynch clients, benefit includes airport lounge.
*communication in Cantonese, Mandarin, Shanghainese and English

Servicing the Bay Area and Asia since 1971.

"The Highest Compliment You Can Give Us Is A Referral."


~About the designations. Educating our clients is important and we feel that continually educating ourselves is even more important. We dedicate ourselves to staying ahead of the industry in all aspects of financial planning. See below for an explanation of each designation.
*CFM- Internal Merrill Lynch issued designation for Certified Financial Manager.
*CFP® - Industry recognized Certified Financial Planner certificant issued by the Certified Financial Planner Board of Standards, Inc.
*CIMA® - Industry recognized Certified Investment Management Analyst designation issued by IMCA, the Investment Management Consulting Association.
*CRPC - Industry recognized Chartered Retirement Planning Counselor designation issued by the College for Financial Planning.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com