Sylvia Xu

Wealth Associate at BakerAvenue Wealth Management

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 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.

Links


Org chart

This person is not in the org chart


Teams


Offices

This person is not in any offices


BakerAvenue Wealth Management

We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.


Industries

Employees

11-50

Links