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    John Thiel – Head of Merrill Lynch Wealth Management

    John Thiel – Head of Merrill Lynch Wealth Management

    As head of Merrill Lynch Wealth Management, John is responsible for the strategic management of more than 15,000 financial advisors and 6,000 client associates from Merrill Lynch’s U.S. Wealth Management Group, as well as more than 300 private wealth advisors in the Private Banking and Investment Group.

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    Andy M. Sieg – Managing Director, Head of Global Wealth & Retirement Solutions

    Andy M. Sieg – Managing Director, Head of Global Wealth & Retirement Solutions

    Andy serves as the head of Global Wealth & Retirement Solutions (GWRS) and is a member of the Bank of America Operating Committee. GWRS provides a comprehensive set of investment products and services, as well as retirement solutions, to clients of Merrill Lynch Wealth Management and U.S. Trust.

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    Ashvin B. Chhabra – Managing Director, Chief Investment Officer, Merrill Lynch Wealth Management, Head of Investment Management & Guidance (IMG)

    Ashvin B. Chhabra – Managing Director, Chief Investment Officer, Merrill Lynch Wealth Management, Head of Investment Management & Guidance (IMG)

    Ashvin oversees the delivery of actionable investment ideas, investment advice and strategy to financial advisors for use with clients. He leads IMG’s manager due diligence, investment analytics and investment guidance teams as well as the Ultra-High-Net-Worth (UHNW) Investment Office.

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    Laurie Krupa – Managing Director, Head of GWIM Banking

    Laurie Krupa – Managing Director, Head of GWIM Banking

    As head of Global Wealth & Investment Management (GWIM) Banking, Laurie is responsible for the development and ongoing portfolio and profit-and-loss management of all global wealth management banking. Before her current position, she served as head of Wealth Management Banking within GWIM.

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    John Hogarty – GWIM Chief Operating Officer

    John Hogarty – GWIM Chief Operating Officer

    John is chief operating officer for Global Wealth and Investment Management, covering Merrill Lynch, U.S. Trust and Private Banking & Investment Group. He works with the Wealth Management (WM) Leadership Team developing and implementing strategy and growth plans.

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    Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions

    Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions

    Mary Ann is the chief investment officer of portfolio solutions within the office of the CIO for Bank of America Merrill Lynch’s Investment Management and Guidance (IMG) division. Additionally, she leads marketing and communications for the content platform, product launches and publications.

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Advice & guidance

Pursue your goals with investment insights from Merrill Lynch, U.S. Trust and Private Banking & Investment Group.

Connected to more

You’ll have full access to all of Bank of America’s resources to meet your everyday banking needs.

#1 Top Global Research Firms  

Institutional Investor, 2011 and 20121

#1 in "Top 100 Women Financial Advisors"

Barron’s, 2005–20132

Led the Top 1,200 Financial Advisors list  

Barron’s, 2008-20133

Most financial advisors with #1 ranking in their state  

“America’s Top Advisors: State-by-State” by Barron’s America's Top Advisor Ranking, February 16, 20133

Largest number of financial advisors

who hold the Certified Investment Management Analyst certification

Leading U.S. Wealth Manager $5MM+ Client Asset Segment

Scorpio Partnership Benchmarking Report 2013

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Serving those who’ve served

We’re actively involved with the Wounded Warrior Project®, Welcome Back Veterans and other transitional and veteran
organizations.

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Committed to (RED)

Together we’re closer to delivering an AIDS-free generation. Bank of America has raised $3.1 million so far and is matching donations.

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Women’s initiatives

Bank of America is dedicated to empowering women around the world, combining efforts with Vital Voices, the Tory Burch Foundation and the Cherie Blair Foundations, to name a few.

See our commitment in action
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Revitalizing our communities

We invest in and support organizations that help make our communities better places to live and work and provide necessary services to their residents in need.

Learn more about our programs

1911  

Bringing Wall Street to Main Street

Three years before founding Merrill Lynch, Charlie Merrill writes an article “Mr. Average Investor,” touting the power of middle class investors.

1921

Recognizing women’s financial needs

One of Bank of America’s legacy banks, the Bank of Italy, opens a Women’s Department to provide women with financial services.

1928

Thinking ahead

Charlie Merrill sends a letter to all his clients advising them to reduce their exposure in the market, a year and a half before the 1929 crash.

1940s

The market explained

Merrill Lynch publishes educational materials explaining how the stock market works. Branch offices hold seminars, and provide childcare so that husbands and wives can attend together.

1955

The financial literacy effort

A Stockmobile hits the road delivering more than 11 million educational pamphlets, magazines and reports to communities around the country.

1960s

Making information accessible

The Merrill Lynch Investment Information Center becomes a favorite destination in NYC's Grand Central Station – providing advice for commuters for more than 20 years.

1977

Revolutionizing the financial services industry

Under the leadership of Don Regan, Merrill Lynch introduces the first Cash Management Account.

1997

Taking it online

Merrill Lynch moves its educational resources to the Web. The online trading platform Merrill Lynch Direct follows two years later.

2006

Educating the next generation

The Private Banking & Investment Group at Merrill Lynch launches its first Financial Boot Camp – a three-day workshop to educate clients’ children about managing their wealth.

2010

to

2011

The road to retirement

Merrill Lynch produces a five-part Retirement Webcast series to help Americans understand the challenges of the new retirement landscape.

2011

Smart connections

Merrill Lynch mobile apps allow clients to use their mobile devices to stay connected to their financial advisors. Anytime. Anywhere.

2012

@MerrillLynch

One year after launching its Twitter handle, Merrill Lynch becomes the first financial services firm to produce a magazine on Flipboard.

2013

Better money habits

Bank of America and Khan Academy launch the Better Money Habits website, a free, easy-to-understand resource designed to help people learn about personal finances.

2014

Clearly for baby boomers

The Merrill Lynch ClearTM website goes live, introducing a new approach with a more comprehensive way of helping people get the most out of their retirement years.

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