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Some exciting updates about Merrill

Merrill brings a comprehensive approach to personalized advice and guidance with access to Bank of America banking that allows us to offer more to our clients.  When you work with Merrill, you have clear choices on how to work with us today and as your needs evolve over time.

All our offerings are now represented by our new brand name Merrill – one name with multiple services and innovations available to you no matter how you want to invest. 


Going forward, you will see our updated name and logo as well as enhancements to our offerings and experiences. 


If you are a client, there is nothing you need to do.  You will still log in to your accounts in the same places, with the same login information.  As always, if you have any questions about these changes, please contact your advisor.  Thank you for being a Merrill client.


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