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.

Merrill Center for Family Wealth®

Research-driven insights and resources that empower families to define the purpose of their wealth and be intentional about its impact.

Market Briefs

Breaking insights on the economy, market volatility, policy changes and geopolitical events.

Capital Market Outlook

Weekly in-depth commentary from our Chief Investment Office on markets and emerging trends around the globe.

Cyber Security Resources

Learn more about the proactive measures you and your family can take to be cyber secure.

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.”).

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.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’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 Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

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.

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.

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