Title: Financial Adviser and Senior Vice President
Company: Merrill Lynch Wealth Management
Location: Walnut Creek, California, United States
Omar Chyou, CTFA, CIMA, AWMA, AIF, financial adviser and senior vice president at Merrill Lynch Wealth Management, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
With nearly three decades of experience, Mr. Chyou has established a successful career in finance. He currently excels as a financial adviser and senior vice president at Merrill Lynch Wealth Management, a position he has held since 2023. His experience also includes serving as director and senior private wealth adviser at Union Bank Private Bank from 2020 to 2023, consultant at Quality Planning from 2019 to 2020, market president at First Western Trust from 2017 to 2019, senior vice president and private wealth adviser at U.S. Bank Private Bank from 2012 to 2017, and senior vice president and wealth adviser at Wells Fargo Private Bank from 2009 to 2012. He was also a senior vice president and senior private banker at Citi Private Bank from 2002 to 2009, financial adviser at Union Bank of Switzerland in 2002, financial adviser at Goldman Sachs from 2000 to 2002, assistant vice president and portfolio manager at Wells Fargo Private Bank from 1998 to 2000, and personal banking officer at Wells Fargo Bank from 1996 to 1998. Throughout his career, he was featured in City Lifestyle Magazine in 2024 and contributed to “Launching the Tesla Model X in the USA: From Word of Mouth to Mass Marketing?” published by Instituto de Empresa in 2014. Additionally, he has spoken at various conferences, including Latino events and leadership conferences.
Laying a solid educational foundation, Mr. Chyou earned a bachelor’s degree from Stanford University in 1996 and a Master of Business Administration from Instituto de Empresa Business School in Madrid, Spain in 2014. He is also a certified personal investment adviser through Merrill Lynch Internal and a certified trust and fiduciary adviser from the Institute of Certified Bankers in 2021. He became a certified investment management analyst through the Investments & Wealth Institute in 2021 and earned his accredited wealth management advisor designation from the College for Financial Planning in 2015. He is also an accredited investment fiduciary and holds life insurance licenses in the states of California and Colorado. Additionally, Mr. Chyou holds a Nationwide Mortgage Licensing System license and is licensed in 50 states for Series 7, 63, 65, and 66.
Mr. Chyou also dedicates his time as a board member for the San Ramon Senior Center, helping seniors understand how to identify fraud, retain liquidity, and reduce risks. He is a past board member of Opera San Jose and the Hispanic Foundation of Silicon Valley. In light of his impressive undertakings, he was recognized as a top wealth adviser, ranked #3 nationally by U.S. Bank in 2014, and received The Golden State Coach Awards from Wells Fargo between 1996 and 1998. He attributes his success to always prioritizing his clients’ needs and delivering consistent, outstanding results. Looking to the future, he envisions continuing his career in the same role but working with larger clients, as he deeply enjoys his work.
For more information, please visit:
Merrill Lynch Wealth Management – Omar Chyou, CTFA, CIMA, AWMA, AIF
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