MARLYNN YUXIA MA
Managing Director; Wealth Management Advisor
Merrill Wealth Management
Marlynn Yuxia Ma is a managing director and wealth management advisor with Merrill Wealth Management in Pasadena. Fluent in Mandarin, Marlynn Yuxia has depth serving the area’s Asian American community, helping wealth creators, entrepreneurs, privately-owned businesses and multiple generations of client families to preserve, grow and transfer wealth more effectively. With more than 20 years in the industry, Ma brings her business optimization, pre- and post-transaction planning, tailored portfolio management, trust and estate planning services, custom lending, and philanthropic services and insights to clients.
Overseeing $850 million in AUM, Ma specializes in multi-generational estate planning and helping entrepreneurs within the local Asian American community prepare for retirement. Concurrent with this role, Ma also oversees retirement benefit assets for corporate clients, including 401(k), profit sharing, defined benefit and deferred compensation plans. She works closely with plan sponsors and administrators to enhance education, participation and talent recruitment.
