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Merrill Private Wealth Management

Merrill Private Wealth Management (PWM) provides tailored strategies to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world’s largest enterprises. The PWM Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team’s business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.

Merrill Lynch Wealth Management

Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with the clients’ other trusted advisors, including accountants, attorneys and tax specialists. We can provide access to trust and estate planning services through Bank of America specialists.