Merrill Lynch Private Banking and Investment Group

Who We Work With
The sophisticated strategies, advice and guidance we provide are based on years of experience. More than one-quarter of the Forbes 400 families and more than one-third of the Fortune 500 CEOs are Merrill Lynch clients¹. The Private Banking and Investment Group serves many of these clients in addition to wealth creators, such as business founders, entrepreneurs, artists, athletes, inventors and other successful individuals.

Our Global Capabilities

The merger of Merrill Lynch and Bank of America has established a combined company with a breadth of financial services and global reach. Using the resources of both Merrill Lynch and Bank of America, we can deliver the advice and guidance, access and thought leadership that only can come from a firm with such depth and scale.

¹ As of July 16, 2009.

Our Latest Thinking

See what BofA Merrill Lynch Global Research experts have to say and start a conversation with your Private Wealth Advisor Team.

The Tangible Strength in Real Assets [PDF]
Family Values, Family Wealth [PDF]
Values-Based Investing [PDF]

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 SIPC and wholly owned subsidiary of Bank of America Corporation.

Investment Products:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value