Tell us more about yourself and talk to a financial advisor

Step 1 of 5

Have a specific reason for wanting to speak to a financial advisor? Check all that apply.

I'm looking for a general financial check in I have a specific financial need or goal in mind (like buying a home or saving for education expenses) I recently received - or will receive in the near future - a sum of money and would like guidance on what's next (like retirement, an inheritance, or sale of a business) Other

Back a step

Step 2 of 5

When talking about financial topics, how do you prefer to be presented information?

I like seeing graphs, charts, and numbers Some visuals are helpful, but examples and scenarios resonate more Examples and stories are preferred as I don't find visuals very helpful Other

Back a step

Step 3 of 5

When talking about financial topics, how do you prefer an advisor to deliver information?

I appreciate detail and having lots of background info Some background is helpful, but I don't want too many details I appreciate a direct style, one that gets to the point quickly Other

Back a step

Step 4 of 5

How would you describe your 'financial personality'? (check all that apply)

I'm a planner, and spreadsheets speak to me I'm more spontaneous in how I typically invest and make decisions I like to be heavily involved in all decisions I prefer someone else to do the background research and present me with a few options Talking about my finances can be awkward or intimidating at times I need help knowing where to start when thinking about my finances Other

Back a step

Step 5 of 5

Fill out the brief form below and a Merrill Lynch financial advisor will reach out to you.

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 e-mail to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing 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 ninety days. You may request to the advisor to revoke your consent at any time.

Back a step

Get in touch:

Connect with ML^®:

Due to COVID-19 and its impact on the current environment, the United States Postal Service is unable to deliver mail to certain foreign countries. As a result, Merrill will be delaying mailings to impacted clients. Click here for additional details. Click here to see which countries are impacted.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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.

Trust and fiduciary services are provided by Bank of America Private Bank, 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.

Investment, insurance and annuity products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

It starts with you

What’s important to you?

A real advantage

New to Merrill?

Not who you're looking for?

Tell us more about yourself and talk to a financial advisor

Have a specific reason for wanting to speak to a financial advisor? Check all that apply.

When talking about financial topics, how do you prefer to be presented information?

When talking about financial topics, how do you prefer an advisor to deliver information?

How would you describe your 'financial personality'? (check all that apply)

Fill out the brief form below and a Merrill Lynch financial advisor will reach out to you.

Information for:

Discover Merrill:

Get in touch:

Connect with ML^®:

You need to answer some questions first

Tell us more about yourself and talk to a financial advisor

Have a specific reason for wanting to speak to a financial advisor? Check all that apply.

When talking about financial topics, how do you prefer to be presented information?

When talking about financial topics, how do you prefer an advisor to deliver information?

How would you describe your 'financial personality'? (check all that apply)

Fill out the brief form below and a Merrill Lynch financial advisor will reach out to you.

Information for:

Discover Merrill:

Get in touch:

Connect with ML®:

You need to answer some questions first

Important notice: you are now leaving Merrill

Connect with ML^®: