Skip To Content

We meet complexity head on

Growing and navigating wealth isn’t a straight line. There are complexities and opportunities at every turn. That’s why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment.

Working with us to help shape your future

Our advisors draw on an average of 21 years' experience and specialized accreditation. We're selective about client relationships, ensuring we have time to focus on you. Together, we'll create customized plans designed to help grow, sustain and transfer your wealth.

Access to solutions designed to transform aspirations into reality

These solutions and services are designed to address the challenges and opportunities significant wealth can bring. They reflect our belief that entrepreneurs, corporate executives, philanthropists, professional athletes and entertainers, and stewards of generational wealth require a deeper level of knowledge and support.

 

What would you like the power to do?®

Specialized services

Get specialized guidance on issues like
art collecting1, family office services2 and wealth transfer planning.2

Investments2

Pursue your goals with a boutique-like experience combined with resources for ultra-high-net-worth families.

Wealth planning2

Help ensure that your values and vision are passed on and help your heirs become effective stewards.

Lending3

Optimize your borrowing power to realize your personal and business objectives.

Banking3

Manage your personal finances with convenient digital tools and access to rewards and premium offers.

Business services3

Build and strengthen your business, from accessing working capital to succession planning.

Research and insights to help you make informed decisions

Make savvier decisions with help from some of the brightest minds in the industry. The Chief Investment Office provides regular updates on the markets, as well as guidance on asset allocation and portfolio positioning. Other expert insights cover a wide range of topics, including business ownership and the impact of wealth on individuals and families.

Ready to get started with a Merrill Private Wealth Advisor?

1 Capability offered by Bank of America Private Bank.

2 Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

3 Capability offered by Bank of America, N.A.

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).