how-to work with an advisor

The start of a relationship built to last

Life is full of big events and sudden changes, many of which require sound financial guidance. See below why having the right financial advisor is key, especially when faced with unexpected challenges. And then start a conversation with an advisor to learn 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.

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.

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.

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.

Strategies to meet your needs

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It’s time to start a relationship with a financial advisor who puts your needs first.

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SEC Share Class Selection Disclosure Initiative

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 and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly-owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

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