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 banking capabilities from Bank of America.
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.
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.
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 banking solutions only Bank of America can deliver. Watch this video to see how a dedicated advisor can help make all the difference.
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.
Bank of America Preferred Rewards
Enjoy rewards and benefits, 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.
93% 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 banking capabilities, tools and technology only Bank of America can deliver.
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.