Wendy Tang in

Wendy Tang

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VP- Financial Solutions Advisor at Bank of America Merrill Lynch
📍 Greater Philadelphia, United States

Wendy Tang is a Financial Advisor at Merrill Lynch, leveraging a diverse background that spans from finance to entrepreneurship. She holds a Bachelors degree from Temple University and is a certified Graduate Gemologist. Her experience includes owning an investment company with a mixed portfolio of commercial and residential properties, demonstrating deep financial acumen.

Wendys professional history is rooted in business ownership and management, particularly within the fine jewelry industry. She has owned or managed several full-service retail jewelry stores, focusing on custom designs, manufacturing, and appraisals. This background provides her with a unique perspective on tangible assets and managing small businesses.

Wendy successfully transitioned from being a jewelry entrepreneur and Graduate Gemologist to a Financial Advisor at a leading firm.

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Experience
27 Years
Current Role
VP- Financial Solutions Advisor
Job Level
Senior
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Wendy cares about

Wealth Management
As a Financial Advisor at Merrill Lynch, her core focus is on financial solutions and wealth management strategies for her clients.
Real Estate Investing
She was the owner of Tango Investment Company, which managed a mixed portfolio of both commercial and residential properties.
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Career

Work history

4-2020
VP- Financial Solutions Advisor
Bank of America Merrill Lynch
10-2019 - 2-2020
Operations Manager
Jewelers Depot
8-2016
Owner
Tango Investment Company
2-2016 - 9-2019
Sales Consultant and Appraiser
Jem Jewelers
8-1997 - 7-2015
Business Manager / Co-Owner
Optima Jewelers Corporation
In the press

Media appearances

WENDY TANG - Merrill® Financial Solutions Advisors™. Featured in Merrill.com (Bank of America Merrill Lynch)
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Education
Bachelor's degree
Temple University
Graduate Gemologist
GIA (Gemological Institute of America)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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