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 banking capabilities from Bank of America.
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.
Your relationship with your dedicated advisor is all about you – you’ll be working with someone you connect with and who understands your priorities.
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.
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?
A Merrill advisor can help you go even further with personalized investing strategies plus the full range of banking solutions only Bank of America can deliver. Watch this video to see how a dedicated advisor can help make all the difference.
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.
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.
Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.
Try Merrill Advisor Match, a more personalized way to choose an advisor who fits your needs and preferences.
Having the right guidance makes a difference. Your Merrill advisor can provide personalized investing strategies
plus access to the broader banking capabilities, tools and technology only Bank of America can deliver.
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.
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 September 1 2021 – August 31 2022 with a total sample of 59,625 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $20k in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages would be different). When asked how satisfied the client was with their primary financial advisor, 93% rated them a 9 or 10; 5% a 6-8 and 2% a 1-5.
Then we can provide you with relevant answers.
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