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Merrill Solutions

Strategies for wherever life takes you

Merrill advisors are some of the most recognized in the industry in ratings from Forbes, Working Mother and Financial Planning magazine.1 And now more than ever, the right advisor can make all the difference. Explore a wide range of solutions designed to help you reach your goals, and whenever you're ready, connect with one of our advisors to find the right solutions for you with Merrill investing and access to Bank of America banking.

In the twelve months ending May 31, 2021, Merrill advisors have been recognized a total of 1,896 times on 6 top advisor lists from Forbes, Working Mother Magazine and Financial Planning magazine. This number counts some advisors more than once, since some advisors are named to more than one list. Merrill did not have the most advisors on every individual list. Methodologies include criteria such as assets under management, asset growth, credentials and accessibility, industry experience, review of compliance records, firm nominations, revenue generated for their firms, return on assets, client satisfaction/retention, and community involvement, among others. Learn more at ML.com. Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

 

2Impact 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.

 

3Alternative investments are intended for qualified 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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