Let's build a plan all about you

 

Welcome, we’re glad you’re here. We’d like to introduce ourselves, show you what it’s like to work with an advisor and share the benefits

you can enjoy with investment solutions from Merrill and the full range of capabilities from Bank of America.

  1. Why Merrill
  2. Our advisors
  3. Working together
A client takes a hike with her Merrill financial advisor

Guidance is just the beginning

You may think your advisor’s role is limited to your portfolio however we believe it goes beyond that. Working with a Merrill advisor can help turn your hopes and dreams into a personalized financial strategy. Your advisor is your resource, and your strategy is your personal financial road map. 

Find an advisor

The right advisor for you

 

Your relationship with your dedicated advisor is all about you – you’ll be working with someone you connect with and who understands your priorities.

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5 things an advisor can help you do

A relationship built on common values

 

Your advisor is someone who can be there for you for years to come, providing more than just stock recommendations and who will focus on your short- and long-term goals.

Different approaches for different needs

 

Our customized approach and dedication make our advisors among the most recognized in the industry. With more than 13,000 advisors, you can find someone suited to your needs and investing approach. A great place to start is by asking what can an advisor do for me?

 

The right guidance can unlock new possibilities

A Merrill advisor can help you go even further with personalized investing strategies plus the full range of solutions only Bank of America can deliver. Watch these videos to see how a dedicated advisor can help make all the difference.

94% of our clients rated their advisor a 9 or 101

 

Having the right guidance makes a difference. Your Merrill advisor can provide personalized investing strategies

plus access to the broader capabilities, tools and technology only Bank of America can deliver. 

 

Working with us should work for you

 

You’ll have access to all Merrill and Bank of America have to offer. Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.

 

  • Know what you’re paying

    Your advisor will work with you on your strategy and clearly lay out any related fees to help you find the plan and fee structure that are best for you.

  • Preferred Rewards

    Enjoy rewards and benefits, such as rewards bonuses on eligible credit cards, a reduction in mortgage origination fee and no fees on select banking services from Bank of America. 

  • One advisor, many benefits

    Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.

Find the right advisor for you

Our financial advisors are committed to putting your investing needs and priorities first. Here’s how you can get started with an advisor:

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By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

There's more than one way to invest with Merrill

Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.

Take a look and see

 

1Bank of America employs Ipsos, the world’s third largest market research company, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1 2020 –May 31 2021 with a total sample of 70,614 clients randomly drawn from the Merrill Lynch Wealth Management client base after privacy exclusions (deceased, in litigation, bad email address, etc.). When asked how satisfied the client was with their primary financial advisor, 94% rated them a 9 or 10; 5% a 6-8 and 1% a 1-5.

 

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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.

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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