how-to work with an advisor

The start of a relationship built to last

At Merrill, our advisors are among the most recognized in the industry. In fact, Merrill has had the most advisors on Barron's “Top 1,200 Financial Advisors" 2022 list.¹ Learn why having the right financial advisor is key, and then start a conversation with one to see all the ways we can help.

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5 Top Reasons People Turn To An Advisor

Buying a home? Paying for college? Retiring soon? Working with a financial advisor can help you plan for these goals and prepare for the unexpected.

Preparing for the big ‘what-ifs’ in your financial life

Steps you can take to make sure unexpected events don't interfere with your long-term plans

The value of financial advice during volatile markets

Working with an advisor can help you prepare for down markets—and stay grounded when they come

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Dealing with Volatility: What You Need to Know Now

Get the latest information and insights to help you manage risk when the markets shift.

Unlock new possibilities

Whether it’s starting a family or a new chapter, the right guidance can make all the difference. Watch these videos to see how planning and investing with a Merrill dedicated advisor can help you navigate what’s next.

Juggling competing financial goals

College tuition, retirement savings and more—your financial goals can sometimes seem overwhelming. This five-step process can help you pursue them all.

Create a Plan that is All About You

Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.

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Simply provide your contact information and a Merrill representative will reach out to start the conversation.

All our advisors are committed to putting your needs and priorities first. And we now have a more personalized way to choose an advisor who matches your personal preferences.

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_{1. The Barron's “Top 1,200 Financial Advisors" list, March 12, 2022. The Barron's “Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.}

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Past performance does not guarantee future results.

Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. [For more information about these services and their differences, speak with your Merrill Advisor.

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Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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