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A unique, more personal approach to investing: One that puts the interests of our clients first.

We take a more personal approach to investing.

One focused on what's really important—your future.

Our purpose is to help you reach your goals at each stage of life

John Thiel

Why a Merrill Lynch Advisor?

Creating a financial strategy that reflects your personality. Getting to know you is your financial advisor's primary goal.

An approach built around your life's priorities. It's time for a financial strategy that puts your needs and priorities front and center.

Adapting the approach as life changes and goals are reached. It starts by being open and transparent about what we do. We'll explain the services you'll get, outcomes you may face and, just as importantly, what you'll pay. As things change, we'll be there to help you navigate with our industry leading insights.

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Creating a financial strategy that reflects your personality

Your approach toward investing is only part of the picture.

The risk I take with what I do for a living is enough. I don’t need to take that same risk with my financial wealth

Steve Schussler, Merrill Lynch client

An approach that’s built around your life’s priorities

Sid and Eva Greer’s advisor provided advice and guidance that helped them achieve their lifelong goal – to retire on a farm.

I love agriculture. The trick was figuring out how to do it profitably, because hobby farming won’t pay the bills.

Sid Greer, Merrill Lynch client

Adapting the approach as life changes and goals are reached

Challenges are a part of life. Your financial advisor is here help you work through them and stay on track.

When we met Alfredo we didn’t really know how much money we needed, to be where we wanted to go.

June Beckerich, Merrill Lynch client

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Investing involves risk. There is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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Working with Merrill Lynch