Advice and guidance, tailored to your priorities.
Get a closer look at the process used by our dedicated financial advisors.
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 can help you customize an approach to help you meet your needs using the award-winning researchFootnote 1, data and on-the-ground observations.
When you bank with Bank of America and invest with Merrill
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 care about most to what you hope to achieve, prioritize your goals with this interactive experience and we'll provide personalized resources to help you pursue them.