When you join our team as a financial advisor, opportunities for success await at every turn. You’ll have access to all of the insight, support, platforms and solutions of the entire Bank of America Corporation enterprise. And while you focus on enriching your clients’ financial lives, we can help you build your practice.
As an experienced advisor, you’ve practiced an investment style that fits your experience, your skills and the needs of clients. At Merrill, you’ll still be doing that with our Goals-Based Wealth Management process.
Our process puts investors, rather than the market, at the center of the wealth management process. Success is aligned with a client’s progress toward meeting goals, not benchmarked against investment performance. With Goals-Based Wealth Management, you can go beyond clients’ investments to understanding their lives and helping them pursue their financial goals.
At Merrill, you’ll be part of a culture of helping each other and working to make the most of opportunities. Our leadership understands what it means to be an advisor and the importance of developing a consistent business strategy for your clients and practice. You’ll benefit from:
“Local leadership is a big reason I’ve succeeded in this business.”
Managing Director, Wealth Management Advisor, Merrill Length of service: 26 years
You're invited to join our comprehensive training program for experienced financial advisors. It consists of 10 weeks of learning Merrill’s strategy, products and services. The program includes:
1Source: The Forbes “Top Next-Gen Wealth Advisors” list, July 22, 2020. Data provided by SHOOK™ Research, LLC. Data as of March 31, 2020. SHOOK considered advisors born in 1981 or later with a minimum of four years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.
2Institutional Investor “Top Global Research Firm” list, Nov. 13, 2019. Institutional Investor magazine announced BofA Merrill Lynch Global Research (now known as Bofa Global Research) as the Top Global Research Firm in 2019 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”), and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to details-he.re/OUtJ90. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement.
3The Barron’s “Top 1,200 Financial Advisors” list, March 13, 2020. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years’ financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
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