Knowledge Powered by experience

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

The Ling Group is Devoted to Educating our clients, Identifying Strategies to achieve your financial goals, and earning your trust with Transparency and Integrity.

 

Evan Ling

Senior Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Senior Portfolio Manager
714-256-5483

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Evan Ling was born in Taiwan and earned a Ph.D. in Metallurgy from Georgia Tech. While he started off in engineering, he found his passion in stock investments, and began his new career at Merrill Lynch in 1988. He served as Resident Manager of the Merrill Lynch City of Industry office in the mid 1990s, the firm's first office that focused on serving Asian American and International clientele. He returned to focus primarily on serving clients in the early 2000s. He joined UBS in 2015.

Evan's experience, knowledge, and leadership skills led him to form the Ling Group with his son in 2003. He oversees the team’s operation, and sets the strategic focus and direction. He is a qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks, ETFs, and bonds, as well as model portfolios and strategies.

Evan has been very active in the community serving on various boards, including FAPA, and previously for the Chinatown Service Center, and other non-profit organizations. He enjoys staying active and has completed two marathons. He also enjoys hiking, gardening, tennis, and golf. Evan and his wife, Elena, live in Diamond Bar and have 3 children and 4 grandchildren.


Registered States:
AZ, CA, DC, FL, HI, ID, IL, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, TX, VA, WA


Benjamin Ling

First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
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714-256-5484

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Ben Ling graduated from UC Berkeley with a double major in Mass Communications and Sociology. After graduation, he attended NTNU’s Mandarin Training Center and worked as a staff assistant for the Office of the Vice President of Taiwan. Prior to joining UBS in 2015, he was with Merrill Lynch since 2003. Ben is responsible for the day-to-day operation of the team. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He focuses on multi-generation clients, assisting on investment selection and analyzing their financial situation to develop customized strategies to help meet their goals.

Passionate about helping people, Ben has been active in the community, previously serving as the National Chairman and President for the non-profit organization Taiwanese American Citizen’s League (TACL) and Taiwanese American Professionals (TAP), focusing on helping to mentor and develop the next generation of leaders. He enjoys reading, and staying fit through weight training, tennis, golf, and basketball in his spare time. Ben resides in Brea with his wife Iris, daughter Shoshana, son Bryson, and their dog Bungie.

 


Registered States:
AZ, CA, DC, FL, HI, ID, IL, KY, LA, MA, MD, MI, MO, NC, NJ, NV, NY, TX, VA, WA


Felix Ting-Wey Ling

Wealth Strategy Associate
714-256-5490

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Felix earned his BS in Electrical Engineering and Computer Sciences at UC Berkeley and worked for over 10 years as a software engineer.  He then earned an MA in Applied Economics from San Jose State University and worked 7 years in Education Technology as a Subject Matter Expert in Economics and Statistics.  He brings a wide set of skills and experiences to the Ling Group, including statistical and economic analysis, data science, and time-series forecasting to assist with portfolio research management and client services.  He joined the Ling Group in 2018, and currently resides in La Habra with his wife and 2 sons. In his spare time he enjoys playing basketball, making music (keyboards, drums, and bass guitar), finding teachable moments, and making people laugh. 


Registered States:
CA


Timothy Meng-Ying Wu

Client Service Associate
714-256-5487

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Timothy joined the Ling Group in 2014.  He assists with additional administrative support, assists with order entry, and helps screen investment research for the Financial Advisors and the Senior Portfolio Manager.  Utilizing UBS' Research and Guidance, he reviews and monitors the Team's investment portfolios. He has his FINRA Series 7 and Series 66 licenses and is currently pursuing his Chartered Financial Analyst [CFA] designation as a level 2 candidate. Tim is also an accomplished violinist, having performed with the Colburn Chamber Orchestra and at various community functions. He has a BS in Business, Economics, and Management from Caltech and currently resides in Diamond Bar.   


Registered States:
CA


Lorraine Kelly Adams

Registered Client Service Associate
714-256-5439

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Lorraine is dedicated to supporting the needs of clients through her continued focus on client solutions and providing outstanding service. She draws on her deep experience acquired in the financial industry since 2000.  She is responsible for client services and the daily business operation of the team. Her responsibilities include opening and transferring new accounts providing account maintenance, assisting with online services, and responding to client questions and requests with friendly communication. She currently resides in Orange County and enjoys traveling and spending time with her husband Anthony, their daughters Christina and Mariah, and their family dog Max. 


Registered States:
CA