Find an advisor your way
Navigate how you find an advisor with three different ways to connect.
See which path works best for you.
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Meet your match
Answer a few questions to get a customized list of advisors best suited to you.
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Find an advisor online
Start your search for an advisor using criteria based on your needs.
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Let us contact you
Provide your information and one of our financial advisors will connect with you.
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Explore the benefits of working together
See what it’s like to work one-on-one with a dedicated advisor while enjoying access to investment strategies from Merrill combined with the breadth of banking capabilities from Bank of America.