Experience, focus and access to meet your needs

As a Merrill Private Wealth Management client, you will work with a dedicated and highly experienced team.

Working toward a common goal. Yours.

Whether you’re providing for family, pursuing a passion, managing business interests, building a legacy or helping others – you’ll get ongoing advice and guidance, investment strategies and financial management from Merrill Private Wealth Management backed by Bank of America.

See what sets us apart

  • Experience

    You can rely on your experienced Private Wealth Advisor to help with your most complex needs.

  • Focus

    Get the thoughtful attention and personal dedication you deserve from your Private Wealth Advisor.

  • Access

    You'll have access to the full breadth of capabilities and resources from both Merrill Private Wealth Management and Bank of America.