Skip To Content

Let's build a plan all about you

 

Welcome, we’re glad you’re here. We’d like to introduce ourselves, show you what it’s like to work with an advisor and share the benefits

you can enjoy with investment solutions from Merrill and the full range of capabilities from Bank of America.

A Merrill advisor shows her tablet screen to a pregnant client and her wife.

Prepare for important milestones

Having a dedicated advisor at certain times in your life can be valuable. Are any of these on your radar?

Switch to Accessibility Friendly View

We take action

 

We'll help you manage, grow and preserve your wealth today while also considering the impact it can have for years to come.

 

  • What matters to you

    We want to know what’s important to you now and what you want in the future.

  • Your path, your plan

    Together, we'll design your personalized plan with guidance that supports you.

  • Making it happen

    We’ll set your plans in motion and help you adjust as your goals change.

  • Helping track progress

    We help you track your milestones and modify your plan as your needs and goals change.

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

Loading...

Enhanced tools. Real-time analysis.

With the Merrill Personal Wealth Analysis™, you and your advisor will define and prioritize your goals, take stock of your finances and evaluate trade-offs to create an easy-to-read, personalized and comprehensive plan. And if your situation changes, you and your advisor can update your plan to help you stay on track toward your goals.

Working with us should work for you

 

You’ll have access to all Merrill and Bank of America have to offer. Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.

 

  • Know what you’re paying

    Your advisor will work with you on your strategy and clearly lay out any related fees to help you find the plan and fee structure that are best for you.

  • Preferred Rewards

    Enjoy rewards and benefits, such as rewards bonuses on eligible credit cards, a reduction in mortgage origination fee and no fees on select banking services from Bank of America. 

     

  • One advisor, many benefits

    Your advisor can coordinate with key professionals in your life – accountants, estate attorneys, elder care resources and more.

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:

Loading...

Ready to start looking?

Tell us what you're looking for.

Have an advisor contact you

You have 8000 character(s) left

[{"fieldname":"firstname","isRequired":true,"maxlength":"10","uilabel":"First Name*","showalwayslabel":true,"errmsg":"Please enter a valid First Name!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"lastname","isRequired":true,"maxlength":"19","uilabel":"Last Name*","showalwayslabel":false,"errmsg":"Please enter a valid Last Name!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"emailaddress","isRequired":true,"maxlength":"50","uilabel":"Email address*","showalwayslabel":false,"errmsg":"Please enter a valid Email Address!","customcss":"","ruletype":"email","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"confirmemailaddress","isRequired":true,"maxlength":"50","uilabel":"Confirm Email*","showalwayslabel":false,"errmsg":"E-mail does not match","customcss":"","ruletype":"email","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"businessphone","isRequired":true,"maxlength":"10","uilabel":"Phone Number*","showalwayslabel":false,"errmsg":"Not a valid 10-digit phone number (No spaces or special characters)","customcss":"form__field","ruletype":"phone","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"zipcode","isRequired":true,"maxlength":"5","uilabel":"Zip Code*","showalwayslabel":false,"errmsg":"Please enter valid Zip Code!","customcss":"","ruletype":"zip5","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textbox","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":false},{"fieldname":"comment","isRequired":false,"maxlength":"8000","uilabel":"Comment or Email Message","showalwayslabel":false,"errmsg":"Please enter comment!","customcss":"","ruletype":"freetext","custreg":"","fieldoption":"","analyticclass":"","fieldtype":"textarea","isgroup":false,"groupname":"","groupheadvalue":"","grouphead":false,"hidethisfield":true}] comment advisorcontact-_-submit-_-[dynamically pull in cta-text]
By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

There’s more than one way to invest with Merrill

Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.

Loading...
X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started