Audio Script
On screen stock footage of lifestyle It’s your life
It’s your life.
On screen stock footage of lifestyle
Live it your way
Live it your way…
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On screen stock footage of advisor working on a report
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Let Merrill help you create a personalized plan…
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To set your goals in motion...
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and turn your ambitions into action...
On screen stock footage of lifestyle of mother/daughter making snow angels
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where you are
where you want to be
by showing you where you are, where you want to be...
On screen stock footage of lifestyle help you get there
and how we’ll help you get there.
On screen stock footage of advisor on the phone with clients
It starts by connecting with your advisor…
On screen stock footage of a computer on the table, showing the Goals & Priorities page
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Merrill Personal Wealth Analysis
to create your Merrill Personal Wealth Analysis.
On screen stock footage of lifestyle of a couple renovating their home
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define and prioritize goals
Together, we’ll define and prioritize your financial goals…
On screen stock footage of lifestyle of hikers on a hilltop (text animates over the footage)
review finances and risk
review your finances, your tolerance for risk…
On screen stock footage of an advisor in the office (text animates over the footage) identify solutions identify potential solutions…
On screen stock footage of woman at home with family consulting an advisor
(text animates over the footage) chart your journey
and then design a personalized strategy to chart your financial journey.
On screen stock footage of a couple at home reviewing a report on their laptop
When complete, you’ll get a report that’s easy to understand…
On screen stock footage of lifestyle of a couple viewing an iPad (PWA report pie chart animate over the footage)
showing your full financial picture with clear charts and graphs that help bring it to life.
On screen stock footage of family at home in their kitchen
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“what if” scenarios
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You’ll be able to evaluate your options, with specific “what if” scenarios…
On screen stock footage of a client relaxing, reviewing her ‘what if’ scenarios…
featuring side-by-side comparisons of decisions you could be faced with, and how they might affect your goals.
On screen stock footage of client at home on a computer It’s easy to share with your family, attorney or accountant...
On screen stock footage of baby’s feet marriage
home purchase job charge
growing family retirement
and as your life changes, it’s easy to modify with your advisor...
On screen stock footage of a couple in their 40’s jogging (text animates over the footage)
all about you
Your Merrill Personal Wealth Analysis is all about you…
On screen stock footage of a couple in their 40’s jogging
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What matters most
reflecting what matters most to you…
On screen stock footage of man with glasses reading a repots
and identifying potential solutions…
On screen stock footage of lifestyle ambition action
to help turn your ambitions into action.
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WHAT WOULD YOU LIKE THE POWER TO DO? ®
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MERRILL
A BANK OF AMERICA COMPANY Talk to your Merrill advisor and get started today
To start building your plan, talk to your Merrill advisor today.
4861188 08/08/2023
