Skip To Content

Financial priorities are as diverse as the communities we serve

 

Explore what we’ve learned about different paths to pursuing success and what we’re doing to help you meet your goals.

What we learned

 

Unique needs, goals and challenges affect one’s attitude toward wealth. See what people from the diverse communities below shared.

 

Two women in an office having a discussion

The Asian American Pacific Islander community

Explore our new insights from the Asian American Pacific Islander community surrounding legacy, family, and lifelong learning.

What we’re doing
Switch to Accessibility Friendly View

Advancing opportunity

 

We’re committed to helping people in diverse communities reach financial goals. We are already taking action – the listening and learning never stop. Read more about how Bank of America and Merrill are advancing racial equality & economic opportunity.

Ready for a personalized plan based on your unique needs?

See what it’s like to work with a dedicated advisor
who makes your goals a priority.

Try Merrill Advisor Match, a more personalized way
to choose an advisor.

 

Or you can start with our contact form, and we’ll reach out to you.

Finding inspiration everywhere

 

The drive for change is a constant. We’re continuously learning from our clients, partners, employees and individuals around the world.

  • LGBTQ+ activist describes her journey to financial freedom

    Take a look
  • These achieving women offer career lessons for us all

    Read now
  • Giving and racial equity: A starting point

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started