Wealth management that sees your worth
At Merrill, we're dedicated to finding better ways to support women investors, by providing digital tools, resources and personalized advice to help you own your financial future.
-
Breakthrough research
Our industry-wide study examined the way gender affects client service — so we can all better serve women investors.
-
Dedicated advisors
Always striving to help investors meet their unique financial goals, our advisors are among the most recognized in the industry.
-
Commitment to progress
We’re dedicated to improving women's experiences, continuing to take action to make the industry even more inclusive and welcoming for everyone.
Ready to meet your match?
You know your worth. Work with an advisor who does too. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.
Resources to help you plan your future
Explore content and articles crafted to help you navigate your financial journey.
-
Women told us: ‘We are confident investors’
Our latest study on women’s financial wellness reveals increasing assurance in money matters — and a desire to learn more to better pursue long-term financial goals
-
Thanks, Mom, for all the great financial advice!
Several of our women leaders share the lessons their mothers taught them — and what they're teaching their children. Plus: A financial flash card and pop quiz for your kids.
-
Invest in your future with our #WomenInvested tips
Jen Auerbach-Rodriguez, head of Strategic Growth Markets, gets personal with women leaders across Merrill as they share financial experiences and lessons learned — from how to ask for a raise to getting on the same page financially with your spouse or partner, and much more.
Check them out — and share them with your friends!
-
Women’s guide to finding the right advisor
Six questions to help you identify a trusted professional you’ll feel comfortable working with as you pursue your financial goals
Financial tips, resources (and inspiration) for women
Subscribe to our #WomenInvested newsletter and be the first to know when new articles, videos and other content are available.
Explore more from BofA
New to Merrill? Connect with a Merrill Advisor
Our investment insights provide a valuable complement to a tailored approach that revolves around you.
Choice of advisor does not guarantee future success. Investing involves risk.
