Senior Wealth Associate, Wealth Advisory Team

Sylvia is passionate about finding deeper connections and building meaningful relationships with her clients. She serves as a Relationship Manager, assisting New York, San Francisco, and our Family Office clients.

She accomplished her B.S. in Managerial Economics from University of California, Davis. Prior to joining BakerAvenue, Sylvia was a Financial Solutions Advisor at Merrill Edge and an Investment Consultant at Scottrade Inc. Throughout her years as an advisor, she has helped many clients overcome their financial barriers so they can achieve their financial goals.

Making an Impact

Sylvia was born in mainland China and moved to the U.S. when she was 14. Since graduating from college, Sylvia participates in a youth fellowship at her local church as a mentor and sponsor, where she supports and guides bilingual teenagers in their educational and career path.

A Secret About Sylvia

As a young girl, Sylvia found discomfort in wearing dresses because she believed they would slow her down. If you open her closet today, you would think dresses are the only piece of clothing she owns.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.