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.

Timeline

  • Wealth Associate

    Current role

  • Wealth Advisory Associate