Sharon Wei, CEPA®, CFP®, CIMA®

Activist
DISC Type : Cd

Senior Financial Advisor at Merrill Lynch Wealth Management

Columbus, Ohio Metropolitan Area, United States

Overview

Sharon Wei is a Senior Financial Advisor at Merrill Lynch, specializing in wealth management for business owners, real estate investors, and executives. Her background includes process consulting at Accenture, tax strategy, and academic M&A research. She holds CIMA®, CFP®, and CEPA® designations, with education from Yale and Northwestern universities.

She is actively involved in several professional organizations, including the National Association of Women Business Owners and the Asian American Commerce Group. Sharon is also bilingual, speaking both English and Mandarin Chinese, and participates in community initiatives like Better Money Habits to promote financial literacy.

Sharons motto is "Simplify to Multiply, " reflecting her philosophy of clearing away distractions to achieve better results and clearer decisions for her clients.

Personality Overview

Perfectionist

Observative

Logical And Quick

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Wealth for Builders
Focuses on clients who built their own businesses or real estate portfolios, understanding the unique complexities of their financial lives.
Business Succession
Emphasizes collaborative planning, working with professionals like CPAs to navigate business exits and transitions for her clients.
Holistic Advising
Coordinates with a client's entire team of advisors to ensure seamless strategy and that the client is the ultimate beneficiary.

Media Appearances

Sharon has no verified media appearances

Work History

6-2019
Senior Financial Advisor at Merrill Lynch Wealth Management
10-2018 - 4-2019
Senior Tax Specialist at H&R Block
10-2017 - 4-2018
Tax Professional at H&R Block
8-1997 - 1-2000
Management Consultant at Accenture

Education

2023 - 2024
Certified Investment Management Analyst® from Yale University
2020 - 2021
Financial Planning from Northwestern University

More Information

Social Presence :

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Exp : 10 Location : Columbus, Ohio Metropolitan Area, United States Job Level : N/A Designation : Senior Financial Advisor at Merrill Lynch Wealth Management
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Insights For Selling To Sharon

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Avoid long winding pitches, stay objective
  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sharon is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Sharon

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Sharon move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Sharon take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Sharon

Personality Compatibility


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