John Thiel – Head of Merrill Lynch Wealth Management
Andy M. Sieg – Managing Director, Head of Global Wealth & Retirement Solutions
Ashvin B. Chhabra – Managing Director, Chief Investment Officer, Merrill Lynch Wealth Management, Head of Investment Management & Guidance (IMG)
Laurie Krupa – Managing Director, Head of GWIM Banking
John Hogarty – GWIM Chief Operating Officer
Mary Ann Bartels – Managing Director, CIO of Portfolio Solutions
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Institutional Investor, 2011 and 20121
“America’s Top Advisors: State-by-State” by Barron’s America's Top Advisor Ranking, February 16, 20133
who hold the Certified Investment Management Analyst certification
Scorpio Partnership Benchmarking Report 2013
2. Source: Barron's magazine, June 10, 2013, America's Top 100 Women Financial Advisors list. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Financial advisor criteria: minimum seven years financial services experience and employment at current firm for at least one year. Numerous quantitative and qualitative measures (including assets managed, revenue produced and quality of practice) determine the financial advisor rankings.
3. Source: Barron's magazine, Feb. 18, 2013, Top 1,000 Advisors list. Advisors considered for the "America's Top 1,000 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
Three years before founding Merrill Lynch, Charlie Merrill writes an article “Mr. Average Investor,” touting the power of middle class investors.
One of Bank of America’s legacy banks, the Bank of Italy, opens a Women’s Department to provide women with financial services.
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.
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.
A Stockmobile hits the road delivering more than 11 million educational pamphlets, magazines and reports to communities around the country.
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.
Under the leadership of Don Regan, Merrill Lynch introduces the first Cash Management Account.
Merrill Lynch moves its educational resources to the Web. The online trading platform Merrill Lynch Direct follows two years later.
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.
Merrill Lynch produces a five-part Retirement Webcast series to help Americans understand the challenges of the new retirement landscape.
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.
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.
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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