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Clients have been entrusting their assets to Merrill Lynch in St. Louis since 1948. Through our vast experience and leadership working with families and businesses in virtually every possible market condition, the seven offices and nearly 140 Financial Advisors that comprise Merrill Lynch’s St. Louis Metro Complex are well-positioned to help you meet your specific wealth management goals. Our highly skilled investment professionals deliver investment guidance and banking strategies to our clients by leveraging our industry–leading specialists and our partnership with Bank of America and it’s world-class cash management, credit, and lending capabilities. As we put our clients at the center of all we do, our Financial Advisors work with executives changing careers or retiring, entrepreneurs contemplating the sale of their business and individuals concerned with leaving a financially sound legacy. We will begin working with you by listening to and understanding your current financial situation. Our Financial Advisor’s ability to draw on the resources at Merrill Lynch Bank of America delivers effective tools and guidance to our clients that help identify your personal and business financial objectives, including those related to investments, income management, estate planning services, retirement lifestyle and philanthropic desires. We then create customized strategies designed to help you meet your short- and long-term goals. As the size and diversity of your wealth increases, the complexity of the challenges you face in managing your assets also increases. We believe that Merrill Lynch is uniquely positioned in this region to execute flexibility and a responsive framework, to deliver a defined wealth management approach that emphasizes communication and responsiveness unlike any other.
We are committed to the St. Louis metropolitan community, by partnering, sponsoring and working with numerous charitable organizations, including United Way, Komen Race for the Cure®, St. Louis Children’s Hospital, Ronald McDonald House, Boy Scouts of America, Juvenile Diabetes Research Foundation, the St. Louis County Library Association, The St. Louis Symphony and the St. Louis Art Museum.Call to discuss how a Merrill Lynch Financial Advisor can help you.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.