Let's build a plan all about you
Welcome, we’re glad you’re here. We’d like to introduce ourselves, show you what it’s like to work with an advisor and share the benefits
you can enjoy with access to investment strategies from Merrill and the full range of banking capabilities from Bank of America.
Preparing in advance for important milestones in life, and having a personal advisor at certain stages of life can be very valuable.
We take action
We will help you manage, grow, and preserve your current wealth, while also considering its potential impact in the coming years.
-
Things that are important to you
We want to know what’s important to you now and what you want in the future.
-
Your path, your plan
Together, we'll design your personalized plan with guidance that supports you.
-
Let it happen
We’ll set your plans in motion and help you adjust as your goals change.
-
Help track progress
We help you track your milestones and modify your plan as your needs and goals change.
Ready to meet your match?
Try Merrill Advisor Match, a more personalized way to choose an advisor who fits your needs and preferences.
Working with us should work for you
You’ll have access to all Merrill and Bank of America have to offer. Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.
-
Know what you’re paying
Your advisor will work with you on your strategy and clearly lay out any related fees to help you find the plan and fee structure that work for you.
-
Bank of America Preferred Rewards®
In appreciation for all clients do with Merrill and Bank of America, members can enjoy exclusive benefits and pricing discounts
-
One advisor, many benefits
Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.
There's more than one way to invest with Merrill
Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.
Looking for an advisor?
All our advisors are committed to putting your needs and priorities first.
