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Merrill Private Wealth Management
A boutique-like experience for individuals, families, business owners and executives with substantial wealth. Merrill Private Wealth Advisors will guide you in accessing specific wealth management strategies personalized to your individual needs.
We offer a variety of investing approaches to meet you at your comfort level – whether you prefer a self-directed platform, a guided experience or working with a dedicated advisor to create your comprehensive strategy.
The Bank of America family
Investing with Merrill gives you access to all Bank of America has to offer. From checking and saving accounts all the way to business and global corporate & investment banking, we’ve got you (and your company) covered.
You’ll also have access to the industry’s leading technology – including the Merrill Private Wealth Report with a consolidated view of overall asset allocation and performance across all of your investments and providers. Plus, MyMerrill which offers seamless everyday access to all your Merrill investment and Bank of America Bank banking accounts.
1 Private Wealth Services is the marketing term for the services provided through Merrill Private Wealth Management. Services include Merrill Center for Family Wealth, the Strategic Wealth Advisor Group and Family Office Services.
3 Family Office Services are offered through Merrill. In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Family Office Services can provide tax advice, however 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.