Mary Ko, is a Senior Financial Advisor, Vice President, Portfolio Manager with Merrill Lynch at the Global Wealth and Investment Management Branch Office in Dublin, Ohio. Mary is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incoproate individual stocks and bonds, Merrill Lynch model portfolios and third-party investement strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager many manage her strategies on a discretionary basis. Drawing on her 27 years of experience and Merrill Lynchs global resources, she develops personalized, strategic advice to address the complex needs of her clients. Mary offers clients a wide range of services, including discretionary portfolio management, stock option analysis and sophisticated retirement planning, hedging and monetization of concentrated equity positions, life insurance analysis and funding, and a full complement of wealth preservation and transfer services. Residing in Columbus, Ohio, Mary has been active in the Chinese Community, and has a son who resides in Columbus, Ohio. Mary earned a B.S. degree at State University of New York at Plattsburg and a M.B.A. from the University of Dayton. Mary is a member of the Asian American Commerce Group. She was a member of the Chinese Chamber of Commerce and served as a trustee for the Chinese American Association for four years. Mary is a proud board member of the Contemporary American Theatre Company in Columbus, Ohio. Prior to joining Merrill Lynch in 2009, Mary was a Financial Advisor with Citigroup Smith Barney for 22 years. 