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Merrill Solutions

Strategies for wherever life takes you

The right advice and guidance can make all the difference when dealing with finances and complex needs. Take a look at our wide range of solutions designed to help you reach your goals. Or talk to an advisor to find the right solutions for you. 

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Wealth Transfer and Trust Services

Provide for loved ones. 

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529 Plans

Plan for your children's education. 

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Strategic Philanthropy and Grantmaking

Create a giving strategy around your values. 

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Socially Responsible Investing

Align investments with what's important to you.1

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Retirement Services

Take greater control of your retirement accounts by understanding the pros and cons of your choices. 

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Help build towards financial security during retirement.

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Brokerage Accounts

Get access to cash management services. 

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Alternative Investments

Explore the possibilities of diversifying your portfolio with non-traditional investments, like hedge funds or real estate.2

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Preferred Rewards for Wealth Management

Enjoy rewarding benefits including unlimited no-fee transactions at non-Bank of America ATMs, rewards bonuses on eligible credit cards and more. 

Find the right advisor for you

It’s time to start a relationship with a financial advisor who puts your needs first.

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1Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.


2Alternative investments are intended for qualified and suitable investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.


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