Let's build a plan all about you
Thank you for choosing us from among many options. Here, you can enjoy Merrill Lynch's investment strategies and Bank of America's full range of banking services. Our goal is not just numbers, but achieving personalized goals for each client.
Your goals are your advisor’s priority
You might expect your financial advisor to guide you in developing financial plans and investment strategies. But at Merrill Lynch, your financial advisor offers much more—they listen to your needs, understand what matters most to you and your family, and then tailor a strategy specifically for you.
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Your needs
Your goals, concerns and attitude about investing are the foundation of your plan.
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Your advisor
From the first conversation on, your advisor will provide personalized advice, committed to helping you reach your goals.
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Your personalized strategy
As part of your overall investing plan, your advisor can offer tax minimization strategies.
Your team and your resources
Your advisors are not the only ones working for you. You have an experienced team with extensive knowledge and unique insights that can help you develop practical strategies.
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Practical Explanation
Through timely analysis and tracking by your advisors, you will learn how to navigate the ever-changing market.
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Expert team
Your advisor will become your dedicated contact, providing timely and personalized advice to help you achieve your goals.
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Solutions for Your Financial Life
Merrill Lynch's investment products, combined with Bank of America's comprehensive banking services, enable you and your advisor to access a wide range of potential solutions to meet your financial needs.
Self-directed investing or trading
Whenever and wherever you are, Merrill Investment allows you to trade effortlessly and communicate securely with your investment advisor. Merrill always prioritizes the safety and security of its clients.
Partnering with us will be beneficial to you.
Thank you for becoming a Merrill Lynch client. From self-investment to comprehensive financial planning, we offer a range of solutions to meet your needs. Please contact your Merrill Lynch advisor for an investment plan.
Are you ready? We are ready.
Try Merrill Lynch's consultant matching service, a more personalized approach that helps you choose a consultant who matches your needs and preferences.
