On screen stock footage of woman stepping back to examine her painting
When you see the full picture...
On screen stock footage of person walking through shallow water
...the path forward is clear.
On screen stock footage of family at a kitchen table with a laptop
Working one-on-one with your Merrill advisor...you can develop a personalized strategy to help you pursue your investment goals.
On screen stock footage of kids running at the beach
Merrill Lynch Investment Advisory Program
And one powerful way is through the Merrill Lynch Investment Advisory Program.
On screen stock footage of hikers overlooking a beach
Wealth Overview
Once enrolled, you’ll periodically receive a Wealth Overview, giving you a clearer picture of where you stand...
On screen stock footage closeup of a couple by a beach house
to help you make more informed decisions... and make adjustments when you need to.
On screen stock footage of laptop with Wealth Overview animation
Merrill Personal Wealth Summary
Disclaimer centered at the bottom: For illustrative purposes only.
Your Wealth Overview is delivered through Merrill Personal Wealth Summary, an easy-to-read report...
On screen stock footage of laptop with Wealth Overview assets screen
Disclaimer centered at the bottom: For illustrative purposes only.
that presents your investment advisory, brokerage, banking and the external accounts you’ve shared with us, all in one place.
On screen stock footage of man in blue shirt looking at his laptop
Digital Wealth Overview
Your advisor will also be able to send you Digital Wealth Overview, a personalized, interactive video...
On screen stock footage of desktop with Wealth Overview video animation
Disclaimer centered at the bottom: For illustrative purposes only.
securely accessed through MyMerrill...
that brings your full financial picture into focus, and can help you have even more productive discussions with your advisor.
On screen stock footage of mom playing with her baby
An investment advisory relationship with Merrill can help you plan for the long term while giving you flexibility for your short-term needs.
On screen stock footage of a car on a winding road along the ocean
investment solutions
professional investment management
ongoing monitoring
You'll have access to a broad selection of investment solutions, professional investment management, and ongoing monitoring of your accounts...
On screen stock footage of dad dancing with his kids
all for an annual fee based on your assets. With the help of your Merrill advisor...
On screen stock footage of people on paddle boards
you’ll be able to pursue your goals with clarity... and see the path that’s possible.
What would you like the power to do? ®
On screen Bank of America Merrill closing animation
Merrill A Bank of America Company
Bank of America
Talk to your advisor about the Merrill Lynch Investment Advisory Program.
Let’s talk about the Merrill Lynch Investment Advisory Program, and if it’s right for you.
IMPORTANT INFORMATION
Investing involves risk, including the possible loss of principal.
This material does not take into account a client’s particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.
You can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular investment solutions. One of the options to consider is the Merrill Lynch Investment Advisory Program. For more information, please visit ml.com/programs-services.
The Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill.
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. Merrill Lynch Life Agency In. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.
Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
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
© 2021 Bank of America Corporation. All rights reserved. | MAP3454669 | 01/2021
|
