Get your complimentary goals assessment.
Connect with one of our financial advisors to get started.
A personal approach
Our focus is on your life and priorities. Not just your portfolio. That's why we start by learning about you.
Trust & transparency
We'll let you know exactly what you're getting. That means clarity around fees, risks and possible outcomes.
Power behind your goals
Your advisor will help you grow your portfolio using the award-winning researchFootnote 1, data and on-the-ground observations.
When you bank with Bank of America and invest with Merrill Lynch you can view your banking and investing with one login.
Whenever & wherever
You'll always have access to the guidance you need whether it's high tech, high touch or a combination of the two.
From what you hope to achieve to what keeps you up at night, prioritize your goals with this interactive experience and we'll provide personalized resources to help you pursue them.