When you join our team as a financial advisor, opportunities for success await at every turn. You’ll have access to all of the insight, support, platforms and solutions of the entire Bank of America enterprise. And while you focus on enriching your clients’ financial lives, we can help you build your practice.
As an experienced advisor, you’ve practiced an investment style that fits your experience, your skills and the needs of clients. At Merrill, you’ll still be doing that with our Goals-Based Wealth Management process.
Our process puts investors, rather than the market, at the center of the wealth management process. Success is aligned with a client’s progress toward meeting goals, not benchmarked against investment performance. With Goals-Based Wealth Management, you can go beyond clients’ investments to understanding their lives and helping them pursue their financial goals.
At Merrill, you’ll be part of a culture of helping each other and working to make the most of opportunities. Our leadership understands what it means to be an advisor and the importance of developing a consistent business strategy for your clients and practice. You’ll benefit from:
“Local leadership is a big reason I’ve succeeded in this business.”
Senior Vice President—Wealth Management Advisor, Merrill Length of service: 26 years
You're invited to join our comprehensive training program for experienced financial advisors. It consists of 10 weeks of learning Merrill’s strategy, products and services. The program includes:
Download a brochure with more details about Merrill advisors
1Source: Barron's “Top 1,200 Financial Advisors” list, March 12, 2018. For more information about the selection criteria, go to http://www.barrons.com/report/top-financial-advisors. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results; such rankings should not be construed as an endorsement of the advisor.
2Source: Bank of America was one of four companies that received the 2019 Catalyst Award, January 17, 2019. After a rigorous examination of candidates’ initiatives, Catalyst conducts intensive onsite evaluations at select organizations to establish its winners. Winning initiatives must show proven, measurable results that benefit women across a range of dimensions, among them race/ethnicity, sexual orientation, gender identity, religion, generation, nationality, disability, and Indigenous or Aboriginal peoples. To learn more, visit catalyst.org/solution/catalyst-award/.
3Source: Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
4Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. Advisors considered for the "Top 100 Women Financial Advisors" list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
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