Christopher Hyzy, Chief Investment Officer, Bank of America Global Wealth & Investment Management.
John Thiel – Head of Merrill Lynch Wealth Management
Andy M. Sieg – Managing Director, Head of Global Wealth & Retirement Solutions
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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Fifth Straight Year - 2011-2015 1
- Institutional Investor
Barron’s, 2005–2014 2
Barron’s, 2008-2015 3
“America’s Top Advisors: State-by-State” by Barron’s America's Top Advisor Ranking, February 16, 2015 4
who hold the Certified Investment Management Consultants AssociationSM (IMCA®), March 2015 5
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
has been recognized nine years in a row (2006-2014) with the “Seal of Excellence” from DALBAR, Inc.
was ranked No. 1 in Corporate Insight’s Broker Monitor report for eight consecutive years (2007-2014)
award granted to the Bank of America Merrill Lynch Wealth Management Contact Centers by J.D. Power 6
2, 3, 4. Source: Barron's "America's Top 1,200 Advisors: State-by-State," February 23, 2015. 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.
5. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
6. J.D. Power 2015 Certified Contact Center ProgramSM recognition is based on successful completion of an audit and exceeding a customer satisfaction benchmark through a survey of recent servicing interactions. For more information, visit www.jdpower.com/ccc.
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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