Esther Luk
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management | New York City Metropolitan Area
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Esther Luk is a seasoned Senior Financial Advisor at Merrill Lynch Wealth Management, where she leverages her extensive experience to guide clients through the complexities of their financial landscapes. Based in the Bayside, New York office, Esther has dedicated her career to fostering long-term relationships built on trust and understanding. Since entering the financial services industry in 1973, she has honed her expertise in various areas, including estate planning services, wealth transfer strategies, and customized retirement planning. Her deep understanding of family wealth management strategies allows her to tailor solutions that meet the unique needs of each client, ensuring that their financial goals align with their personal values and aspirations.
In her current role, Esther is instrumental in managing key projects that focus on comprehensive financial planning and wealth structuring. She collaborates closely with clients to develop robust business retirement plans and trust services that safeguard their legacies for future generations. Esther's commitment to education is evident in her approach to college planning, where she helps families navigate the financial implications of higher education while maximizing available resources. As a personal retirement counselor, she emphasizes the importance of proactive planning, ensuring clients are well-prepared for their retirement years.
Esther’s dedication to her clients, combined with her extensive knowledge of the financial landscape, positions her as a trusted advisor in the wealth management sector. Her ability to integrate complex financial strategies with personalized service makes her an invaluable asset to both her clients and the Merrill Lynch team.
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management in January 2008 to Present
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Estate Planning Services and Wealth Transfer
Business Retirement Plans
Estate and Wealth Structuring
Family Wealth Management Strategies
Customized Retirement Planning
College Planning
Trust Services
Personal Retirement Counselor
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What is Esther Luk email address?
Email Esther Luk at [email protected] and [email protected]. This email is the most updated Esther Luk email found in 2026.
What is Esther Luk phone number?
Esther Luk phone number is +17188308110.
How to contact Esther Luk?
To contact Esther Luk send an email to [email protected] or [email protected]. If you want to call Esther Luk try calling on +17188308110. (updated on November 04, 2024)
What is Esther Luk net worth?
Esther Luk has an estimated net worth of $750,000 to $999,999
What company does Esther Luk work for?
Esther Luk works for Merrill Lynch Wealth Management
What is Esther Luk's role at Merrill Lynch Wealth Management?
Esther Luk is Senior Financial Advisor, Vice President
What industry does Esther Luk work in?
Esther Luk works in the Financial Services industry.
Esther Luk Email Addresses
Esther Luk Phone Numbers
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