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In this complicated market, it’s about more than just investing

Working with a Merrill financial advisor means having a personalized plan to help you prepare for whatever comes next.


Find your advisor

Get a complimentary personal financial consultation.

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By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

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Ready to meet your match?

You know your worth. Work with an advisor who does too. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.

Additional resources

  • Your Goals. Your Advisor. Your Strategy.

    With Merrill, you get personalized financial advice tailored to you, for the financial life you want to live.

  • Questions to ask your advisor

    Whatever your priorities, our checklist can help you find someone who understands you and has the resources to help you with your financial life.

Choice of advisor does not guarantee future success. Investing involves risk.


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