PROFESSIONAL PROFILE
Dawn Zhu, a Financial Advisor with Merrill Lynch in Paramus office of New Jersey, received a MBA degree in Finance from Rutgers, The State University of New Jersey. She received a Bachelor of Science degree in Computer Science from Nanjing University of Technology in China. Her ability of speaking and writing Chinese allows her to provide the specialized service for individuals and business related to China with additional value.
She has worked in accounting, financial analysis, corporate budgets and financial service areas for more than 15 years. She specializes in wealth management for high net wealth individuals and families, small business owners, non-profit organizations and international corporations.
She is process-oriented, and provides a personalized approach with each client for a long term trust relationship. She helps clients determine long-term financial goals and implement customized investment strategies. She also helps clients focus on estate planning issues and work with their advisers in developing their estate plan.
She wants to be your financial partner in your life whom you should call first for all of your financial issues. The long-term relationship is built on trust and mutual respect.
She resides in Paramus, New Jersey with her husband, Lou and son, Charles.
Client Associate
Mr. Harry Stengel has over 20 years of experience in the financial industry. He is often your first point of contact as he assists clients by processing and resolving administrative issues and utilizes the extensive capabilities of Merrill Lynch to meet your needs. Harry is also dedicated to providing superior client service and satisfaction.