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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.

See how we work

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.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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

Investment products, insurance and annuity products:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. 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.

Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and is made available through MLPF&S. Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.

Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation.

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