Bin Nguyen, CFP®

Bin Nguyen

Financial Advisor

Bin Nguyen is a Financial Advisor located in Dallas, Texas. Bin has over nine years of financial services experience. He began his career at American Express, where he helped train and develop new financial advisors while advising his own clientele. Before joining J.P. Morgan Securities, Bin worked with Mark and Brad at Merrill Lynch Global Wealth Management providing financial planning and wealth management strategies to clients.

Bin is also a Portfolio Manager in the J.P. Morgan Securities Portfolio Manager Program assisting in the management and monitoring of client portfolios. Bin leads the team’s efforts on wealth structuring, estate planning, and retirement strategies for high-net-worth families. He works alongside the client’s other trusted advisors, such as attorneys and accountants, to facilitate “best of class” execution of complex wealth structuring matters. For institutional clients and businesses, Bin provides advice and management of corporate retirement plans. These services include, but are not limited to, plan level support, plan information and reporting, participant services and coordination of third party administrators.

Bin received his B.S. from the University of Texas at Austin and has earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation. Bin and his family live in Plano, Texas. He is an avid tennis player and is fluent in Vietnamese.

Phone: 214.979.7525

Registered States: CA, CO, FL, GA, IL, LA, MA, MO, NV, NH, NJ, NM, NY, NC, OK, OR, SC, TN, TX, WA 

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