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merrill lynch wealth management

Work one-on-one with a dedicated advisor

No matter what your priorities are, your Merrill Lynch Wealth Management advisor team combines actionable planning and objective investment advice to help you achieve your goals while growing and preserving your wealth. 

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Understanding you and your family

Your advisor gets to know you and your family, your financial situation and what matters most to you. And we will be there for you during the most important times in your life.

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Creating your strategy and keeping you on track to achieve your goals

You'll get a customized, comprehensive strategy designed by your dedicated advisor and team of specialists — as well as access to our Chief Investment Office's insights, updates and perspectives. Your advisor will also make recommendations as your life, needs and market conditions change.

Learn more by reading the report The Value of Personal Financial Advice.

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Integrated approach to banking and wealth management

You get a full range of solutions with banking and lending from Bank of America and investing from Merrill including alternative investments, annuities, trust and estate planning. And you’ll experience seamless, secure access to your accounts and rewards across your entire relationship.

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Banking and investing connected

Merrill investing and Bank of America banking are connected, so you can view, manage and instantly transfer funds between your accounts with just one login.

 

Preferred Rewards for Wealth Management

Enjoy real benefits and rewards on your combined Merrill investment and Bank of America bank account balances with Preferred Rewards for Wealth Management — like waiving certain bank fees and travel benefits on eligible credit cards.1

Want to meet with a Merrill Lynch Wealth Management advisor?

We're available between 9 a.m. and 9p.m. Eastern Time, Monday through Friday.

 

For clients with substantial wealth, please explore Private Wealth Management.

investing with substantial wealth

Merrill Private Wealth Management delivers a boutique experience to individuals, families, business owners and executives with substantial wealth

Our private wealth advisors will guide you in accessing specific wealth management strategies personalized to your individual needs.

there's more than one way to invest

Merrill Lynch Wealth Management

Working with a dedicated advisor team for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings. Take a look and see.