• It all starts
    with  you.


    The you who's a caring parent.

    The you who's caring for a parent.

Your life. Our advice and guidance.

It’s time for something different.
See what sets us apart.

  • Personalized Strategies

    We help you build a personalized strategy that starts with what matters most to you and evolves with you as your needs and goals change.

  • Helpful Professionals & Tools

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

  • Full Range of Banking & Investing

    You can access a full range of Bank of America banking, credit and lending products and Merrill Lynch and Merrill Edge investing strategies, all with a customizable dashboard to see everything in one place.

  • A Relationship that Works for You

    If you bank with Bank of America and invest with Merrill, it’s not just more convenient, you also get tangible rewards you can actually use.

When you work with Merrill, you can expect:

  • Straightforward Advice & Guidance

    Get clear information about how your investments are doing and straightforward guidance on which solutions might best fit your needs.

  • Clear, Transparent Pricing

    Get clear, transparent pricing so you always know what you're paying.

  • Wealth Management

    Work one-on-one with your dedicated advisor who will help you build a comprehensive financial strategy and give you proactive recommendations to help grow and preserve your wealth.

  • Self-Directed and Guided Investing

    Get a streamlined investing experience that gives you the freedom to invest on your own terms with access to customizable tools, step-by-step guidance and insights from Merrill Lynch.