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 access to investment strategies from Merrill and the full range of banking capabilities from Bank of America.
Prepare for important milestones
Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?
Tying the knot and starting a family
Find a balance between paying off your student loans and saving for a child’s education.
Buying or selling a home
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.
Caring for a loved one
Make sure parents’ potential health care costs fit into your bigger financial picture.
Leaving a legacy
Align your wealth with your values – and help secure the future of the people and causes you care about most.
We take action
We'll help you manage, grow and preserve your wealth today while also considering the impact it can have for years to come.
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 work for you.
Bank of America 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.
Looking for an advisor?
All our advisors are committed to putting your needs and priorities first.
Merrill Advisor Match is a more
personalized way to
choose an advisor.
Or if you prefer,
we can have an
advisor contact you.
Have an advisor contact you.
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.