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.

  • There’s more than one way to invest with Merrill

     

    Build your own portfolio

    Take advantage of flexible, easy-to-use tools with Merrill Edge® Self-Directed Investing.

     

    Get a professionally managed portfolio

    Investment professionals design and manage a portfolio aligned to your goals with Merrill Guided Investing.

     

    Work with a dedicated advisor

    Get one-on-one guidance and develop a comprehensive strategy with Merrill Lynch Wealth Management.

  • 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.

     

    Learn more

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

  • There’s more than one way to invest with Merrill

     

    Build your own portfolio

    Take advantage of flexible, easy-to-use tools with Merrill Edge® Self-Directed Investing.

     

    Get a professionally managed portfolio

    Investment professionals design and manage a portfolio aligned to your goals with Merrill Guided Investing.

     

    Work with a dedicated advisor

    Get one-on-one guidance and develop a comprehensive strategy with Merrill Lynch Wealth Management.

  • 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.

     

    Learn more