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Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.
Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF) .
Merrill Lynch, Pierce, Fenner & Smith Incorporated, doing business as Merrill, and previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities.
At Merrill, we provide the tools, people and know-how to help you pursue your financial goals. This guide is designed for informational purposes only. You’ll always make the final call on how you’d like to work with us. For more guidance, talk to a financial advisor today.
Get one-on-one guidance from a dedicated financial advisor with Merrill Lynch Wealth Management. Learn more about how you can grow and preserve your wealth.
Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers.
With this investment advisory program, you can choose to work with or without an advisor. 1. Merrill Lynch Wealth. Management. For unique needs, work one-on-one with a dedicated advisor. Advisory. Option to establish your goals or work 1-1 with an advisor. Advisors help establish goals and determine strategy.
Merrill Lynch is the foremost wealth management company with years of professional experience and knowledge help you reach your goals.
Find the right solution or service to help you achieve your financial goals, with Merrill. Get the right financial solution for every stage of your life's financial journey. Get help in managing your finances, investing and saving for retirement, and more.
Investing and banking connected. Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including: View your total net worth and accounts across banking, credit cards, investments and loans.