Private Banking and Investment Group at Merrill Lynch
The intimacy of a boutique.
The resources of a global institution.
The select clients of the Private Banking and Investment Group at Merrill Lynch benefit from our unique perspective on managing substantial wealth, built on decades of experience. Today, we serve the needs of nearly one-third of Forbes 400 families1 and over one-quarter of Fortune 500 CEOs.2
We believe that wealth exists on both an intimate scale and a vast scale. It exists in details as personal as preparing your children to cope with the responsibilities of their inheritance—and in strategies as complex as helping to manage nearly a billion dollars in profits from the sale of your company.
Most importantly, we believe in taking the time to understand the personal and financial aspects of your life on every level in order to help you manage your wealth to its fullest potential—for the benefit of your family and future generations.
1 Forbes, September 2007
2 Fortune, April 2007
 
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Bank of America and Merrill Lynch join forces
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.
The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.
The banking, credit and trust services sold by the Group's Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.
MLPF&S is a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC) and wholly owned subsidiary of Bank of America Corporation.
Investment Products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

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