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Sammy Hon

Wealth Manager LinkedIn

About

Sammy provides financial planning advice and works with clients to create and implement an investment strategy that incorporates a cohesive wealth plan to meet their personal and financial goals.

Sammy came to B|O|S from BNY Mellon Wealth Management where she served as a Wealth Manager working with high net worth individuals and families. Prior to BNY Mellon, she worked for Ayco, a Goldman Sachs Company, as a Senior Financial Planner working exclusively with C-suite executives on their compensation, company stock, tax planning, investments, and estate planning.

Sammy lives in San Mateo with her family.

  • B.S. in Business, California State University Long Beach

  • Series 65 license holder
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