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Your life and priorities

At Merrill Lynch, we believe that understanding what matters most to you is critical to a successful investing strategy. Through a dedicated one-on-one relationship between you and your Merrill Lynch advisor, we are able to design a comprehensive strategy around you.

Your total financial picture

You'll have a more complex view of your total financial picture with single login access between Bank of America banking and Merrill Lynch brokerage accounts.

A clear and more open way to work

We believe trust comes from transparency, which is why our advisors lay out everything you can expect from the beginning. So you’ll know what we’re doing, how you’re tracking toward your goals, and what you’re paying.

Power behind your goals

Drawing from award-winning1 research, your advisor will work with our investment professionals to provide you with strategies based on your unique needs.

BofA Merrill Lynch Global Research
Top Global Research Firm

BofA Merrill Lynch Global Research was named No. 1 Global Research firm in 2016 by Institutional Investor magazine for the sixth year in a row.1

#1 in Barron’s “America’s Top 100 Women Financial Advisors”

Merrill Lynch had the most women receive the Barron’s America’s Top 100 Women Financial Advisors recognition for the twelfth year in a row.
—Barron’s, 2006-20172

Led the Barron’s America’s Top 1,200 Financial Advisors list

for the ninth consecutive year with 305, more than any other firm.
—Barron’s, March 6, 20173

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 2017 list of Barron’s “America’s Top 1200 Advisors: State-by-State.”
—Barron’s, March 6, 20174

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA®) designation, September 20175

Most Innovative Investment Bank of the Year 2017

Bank of America Merrill Lynch has received top honors from The Banker magazine in its Investment Banking Awards, being named Most Innovative Investment Bank of the Year 2017
—The Banker magazine, September 7, 2017

Merrill Lynch’s financial statement

has been recognized eleven years in a row (2006-2016) 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 eleven consecutive years (2007-2017)

“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 third straight year.6

Merrill Lynch’s Advisory Program

Won for “Product Innovation—Sponsor Firms”
2017 Money Management Institution Barron’s Industry Awards7

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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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Making a global impact

Bank of America is Committed to responsible growth in every aspect of our business. Read the latest 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
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