How a Merrill Lynch Financial Advisor Can Help with Your Financial Goals

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It all starts with you.
Your life. Your priorities. Our advice and guidance.

Explore examples of how your dedicated advisor will lead you through our process below.

  • process icon #1

    Understanding you

    The first step is to get to know you, your feelings towards investing and financial situation.

  • process icon #2

    Creating your strategy

    Experience allows your advisor to build a unique strategy based on your needs.

  • process icon #3

    Helping to keep you on track

    Your advisor will help guide you, making adjustments as your needs change.

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Section
Understanding you

Understanding you

You'll start with an in-depth, face-to-face meeting with one of our highly-credentialed advisors. 

 

Here are some examples of how your advisor will get to know you:

Section

Creating your strategy

Next, with the expertise of our Chief Investment Office, your advisor will provide a clear and informed point of view and strategies based on your needs - designing an approach that you're comfortable with.

 

These demonstrations show how your advisor gets your strategy in motion:

Creating your strategy
Section
Keeping you on track

Keeping you on track

Wealth management is an ongoing process. You'll meet with your advisor often and have in-depth annual reviews, one-on-one. You can and should revisit your goals often, course correcting as needed.

 

Here are some examples of how you can make adjustments and monitor your performance:

Find the right advisor for you

Our financial advisors are committed to putting your investing needs and priorities first. Here’s how you can get started with an advisor:

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** This is a hypothetical example meant for illustrative purposes only.

 

*** Age Wave Merrill Lynch Finances in Retirement: New Challenges, New Solutions 2017

Investment, 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

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material 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 and other services. Additional information is available in our Client Relationship Summary. 

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 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. For more information about these services and their differences, speak with your Merrill financial advisor.

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.

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.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary 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.

© Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

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