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Advice & guidance

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

Connected to more

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

Align to your priorities

Exploring your life priorities is one of the ways Merrill Lynch understands your financial priorities; it’s not just about the market returns, it’s about your goals and priorities.

Investment solutions

In plain language, your advisor will make sure you understand the reasoning behind any financial suggestion, what your alternatives are, and all fees and risks involved.

BofA Merrill Lynch Global Research
Top Global Research Firm

BofA Merrill Lynch Global Research was named No. 1 Global Research firm in 2015 by Institutional Investor magazine for the fifth year in a row.1

#1 in "Top 100 Women Financial Advisors"

Merrill Lynch had the most women receive the Top 100 Women Financial Advisors recognition from Barron’s for the eleventh year in a row.
—Barron’s, 2006-2016 2

Led the Top 1,200 Financial Advisors list  

for the seventh consecutive year with 314, more than any other firm.
—Barron’s, March 7, 2016 3

Most financial advisors with #1 ranking in their state  

Merrill Lynch had the most financial advisors with the No. 1 ranking in their state on the 2016 list of “America’s Top 1200 Advisors: State-by-State.”
—Barron’s, March 7, 20164

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA®) designation, March 2015 5

Most Innovative Investment Bank for Climate Change and Sustainability

for the fifth year in a row, recognizing Bank of America Merrill Lynch’s continued leadership, supporting the move toward a low-carbon economy -The Banker magazine, Oct. 2015

Merrill Lynch’s financial statement

has been recognized ten years in a row (2006-2015) with the “Seal of Excellence” from DALBAR, Inc.

Merrill Lynch’s brokerage statement

was ranked No. 1 in Corporate Insight’s Broker Monitor report for nine consecutive years (2007-2015)

“An Outstanding Customer Service Experience” for the Live Phone Channel

award granted to the Bank of America Merrill Lynch Wealth Management Contact Centers by J.D. Power for the second straight year.6

    John Thiel – Head of Merrill Lynch Wealth Management

    John Thiel – Head of Merrill Lynch Wealth Management

    John Thiel, head of Merrill Lynch Wealth Management leads strategic management of the US Wealth Management Group and Private Banking & 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 M. Sieg serves as the head of Global Wealth & Retirement Solutions (GWRS) and is a member of the Bank of America Operating Committee.

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    Laurie Krupa – Managing Director, Head of GWIM Banking

    Laurie Krupa – Managing Director, Head of GWIM Banking

    Laurie Krupa, head of Global Wealth & Investment Management Banking & responsible for the profit-and-loss management of all global wealth management.

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    John Hogarty – GWIM Chief Operating Officer

    John Hogarty – GWIM Chief Operating Officer

    John Hogarty, Chief Operating Officer for Global Wealth & Investment Management, covering Merrill Lynch, US Trust and Private Banking & Investment Group.

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    Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions

    Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions

    Mary Ann Bartels is the chief investment officer of portfolio solutions at Bank of America Merrill Lynch's Investment Management and Guidance division.

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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

See how we help
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Making a global impact

Bank of America is Committed to responsible growth in every aspect of our business. Read the lastes Environment, Social and Governance Report.

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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


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.


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.


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.


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.


The financial literacy effort

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


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.


Revolutionizing the financial services industry

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


Taking it online

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


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.




The road to retirement

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


Smart connections

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



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


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.


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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