The Bull at Your Back
With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy.
Navigating More Complex Needs
From trust and estate strategies from Bank of America Private Bank to a powerful philanthropic playbook and beyond, we can help you and your family manage the complexities of substantial wealth.
Ultra High Net Worth capabilities provided by
Bank of America Private Bank and Merrill Private Wealth Management
Benefit from years of experience in helping meet clients’ needs, with the expertise of Merrill and Bank of America Private Bank and the breadth of Bank of America.
The strength shows in our numbers
Hear from our experts
We’re pleased to share this series of videos to introduce you to the banking capabilities of Bank of America and investing from Merrill, and expertise clients can expect from a relationship with an advisor
For Illustrative purposes only.
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Choice of advisor and the Merrill Lynch Investments Advisory Program do not guarantee future success. Investing involves risk.
Our latest thinking
Insights, expert advice and the latest research on a variety of topics.
Important Information
1Internal client metrics as of Mar. 2026. (Merrill and Bank of America Private Bank)
2Source: Bank of America Q42025 earnings, as of Dec. 31, 2025. Consumer investment assets include client brokerage assets, deposit sweep balances, brokered certificates of deposit (CDs), and assets under management (AUM) in Consumer Banking. Global Wealth & Investment Management client balances include deposits, loans and leases, AUM, brokerage, and other assets.
3FDIC's top 25 industry ranking: (Bank of America Private Bank, a Division of BANA) personal trust and agency assets under management (managed and non-managed), FDIC call reports, as of December 31, 2025.
Representatives of Merrill Lynch Pierce Fenner & Smith (MLPF&S) may assist you with: investment products and services provided through MLPF&S and other nonbank investment affiliates, insurance products offered through Merrill Lynch Life Agency (MLLA), and banking products provided by Bank of America, N.A.
Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalizedwealth management products and services. Both brokerage and investment advisory services are offeredby Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided,the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.
The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp.