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.
Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?
Find a balance between paying off your student loans and saving for a child’s education.
Know how much you can afford and if there are gains from your sale worth investing.
Switch from investing for growth to investing for income to help make sure you don’t outlive your savings.
You have options, such as investing or paying off a mortgage. Inherited an IRA? Know the rules.
Make sure parents’ potential health care costs fit into your bigger financial picture.
Make an impact with trust and estate plans – or the future of the people and causes you care about most.
We'll help you manage, grow and preserve your wealth today while also considering the impact it can have for years to come.
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.
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.
Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.
Our financial advisors are committed to putting your investing needs and priorities first. Here’s how you can get started with an advisor:
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.
Then we can provide you with relevant answers.Get started