• The life you want starts here

     

    Everyone’s goals are unique. Your path to pursue them should be, too. That’s why we get to know who you are and what matters most to you before tailoring a personalized strategy to help you get there.

     

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

    Trust & transparency

    We’ll let you know exactly what you’re getting. That means clarity around fees, risks and possible outcomes.

     

  • A secure mobile experience

    Straightforward advice

    We provide guidance across a full range of investments and draw expertise from BofA Global Research and the 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. 

Connect with Merrill on your terms

 

 

Ready to work with a dedicated advisor in your area? Fill out the form below.

Would you like us to contact you?

Investment minimum: Generally $250,000

 

By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

Meet the right advisor for you

 

Answer a couple of questions about yourself to see advisors who match your preferences.

Then, choose who you’d like to connect with.

 

Find your match

Are you trying to connect to your advisor?

Look up their contact information here. Or try our Contact us page.

If you’re interested in building your own portfolio with a wide range of investment choices, Merrill Edge® Self Directed may work for you.

Learn more

Get your complimentary Goals Strategy Review

Connect with one of our financial advisors to get started.

Find an advisor

Consider asking your advisor these 3 key questions:

1 How often will we work together?

2 How can you help me stay on track?

3 Will you reach out when markets are volatile?