Purpose and Legacy: Wealth Strategies for a Changing World

September 23, 2026

Jennifer Chandler
Head of Philanthropic Solutions, Bank of America and President, Bank of America Dallas

Liz Everett Krisberg
Head of Bank of America Institute, Deputy Director of BofA Global Research

Sarah Norman
Head of Sustainable Investing Thought Leadership, Chief Investment Office, Bank of America

Kenneth Correa
Head of Business and Client Development, Merrill

Watch our webcast to better understand how the wealth landscape is evolving, where capital is flowing, and how purpose-driven investing and philanthropy can help align financial success with personal priorities and legacy goals.

Explore how to:

Navigate emerging trends and opportunities shaping today’s investment landscape
Align your wealth strategy with your financial goals, values, and personal priorities
Create lasting impact through intentional philanthropy and legacy planning

Investing involves risk. This is not an offer to buy or sell any product or service referenced and represents a broad discussion about the markets in general. Opinions are as of 9/9/26 and subject to change.

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

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The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

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