• The retirement you want starts here


    Pursue your retirement goals with advice from a dedicated Merrill advisor.   Meet-one-on-one with an advisor for a free retirement assessment personalized to you and the retirement you want.

     

    Find an advisor

  • Security and Privacy

    A personal approach

    Our focus is on your life, your family and your priorities, not just your portfolio. That’s why we start by learning what matters most to you.

  • Protect assets against fraud

    Power behind your goals

    We’ll help you grow and preserve your wealth by designing a comprehensive investment strategy based on your unique needs.

     

     

     

  • A secure mobile experience

    Straightforward advice

    We provide guidance across a full range of investments and draw expertise from BofA Global Research and our Chief Investment Office.

  • Communication with your advisor is confidential and private

    Full range of solutions

    Seeing your Bank of America banking and Merrill investing together allows your advisor to craft more comprehensive wealth management strategies. 

Find out how much you may need in retirement.

Use our Retirement Calculator to find out if you are on track to maintain your lifestyle in retirement.

 

 

or call 1.855.619.0911

Consider asking your advisor these 3 key questions:

  • How often will we work together?

  • How can you help me stay on track?

  • Will you reach out when markets are volatile?