Whatever you need, we can help

When it comes to financial planning, no two people are the same. That's why we offer solutions for any wealth management scenario.

  • Merrill can offer personalized Wealth Management advice and guidance that evolves with your needs, as well as Self-Directed investing.

  • Bank of America Private Bank can help you and your family with sophisticated planning and solutions to manage substantial wealth — now, and for future generations.

Work with us and you'll get:

A full range of banking and investing solutions

Access a broad array of Bank of America banking and lending products and Merrill investment products and services, all with a customizable dashboard to see everything in one place.

Helpful people and tools

We bring you straightforward tools, access to professional expertise and knowledgeable advisors when you want to work one-on-one.

Insights and perspectives

Working with Merrill or Bank of America Private Bank,  you get clear information about the progress of your wealth management strategy and straightfoward guidance on potential solutions to address your needs.

A relationship that rewards you

Banking with Bank of America and investing with Merrill is more than convenient — you may also get tangible rewards you can actually use.

Explore Wealth Management

  • Merrill can offer personalized Wealth Management advice and guidance that evolves with your needs, as well as Self-Directed investing.

  • Bank of America Private Bank can help you and your family with sophisticated planning and solutions to manage substantial wealth — now, and for future generations.