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" 2021 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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Dealing with Volatility: What You Need to Know Now

Get the latest information and insights to help you manage risk when the markets shift.
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What can a financial advisor do for me?

A good financial advisor helps you develop a personalized financial strategy and the right investment mix to help you reach your goals.
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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.
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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.
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7 Questions To Ask An Advisor

Whatever your priorities, this can help you find someone who understands you and has the resources to help you manage your financial life.
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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.

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1. The Barron's “Top 1,200 Financial Advisors" list, March 12, 2021. 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.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in 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.  

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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.

Trust, fiduciary and investment management services are provided by Bank of America, N.A. and its agents, Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

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