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 Corporation 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.”
Managing Director, 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:
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1 The Forbes “Top Next-Generation Wealth Advisors” list, September 21, 2021. Data provided by SHOOK® Research, LLC. Data as of 3/31/21. SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see HYPERLINK "http://www.SHOOKresearch.com" www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/qm2J7M.
2 Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 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 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/article/b1qbhr3x612gz1/The-Research-Firm-That-Won-2020. 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.
3 The Barron’s “Top 1,200 Financial Advisors” list, March 12, 2021. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
4 Financial Planning’s “Top 40 Advisors Under 40” list, January 25, 2021. The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12- month production for each advisor was the primary ranking criteria. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from Financial Planning 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. Financial Planning is a trademark of Arizent. All rights reserved. For more information: http://details-he.re/ifjWk7
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