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EXPERIENCE

You’ll benefit from our
experience with the complexities
of significant wealth

Accreditation makes a difference

  • Specialized accreditation and continuing education from estate and tax planning strategists, practice management consultants and wealth specialists.
  • Experience is on your side. The average Private Wealth Advisor has 19 years of industry experience and a core business comprised of clients with significant assets.1

 

Insights from specialists and leaders

  • Access to specialists – from across Merrill and Bank of America, including private wealth strategists, alternative investments, credit, trust and philanthropy specialists to meet the needs of UHNW clients.
  • Leadership is sourced from within Merrill and has a deep network across the firm.

 

Empowered advice

Technical proficiency through training and testing

 

 

Fewer clients for a deeper level of support and service.

 

Practice model that delivers exceptional service to clients with significant wealth

 

 

Ongoing training and professional development to stay ahead in an evolving financial landscape.

 

Extensive resources of a global financial leader

 

Your extended team of specialists understand complex subjects to address your specific needs.

  • Alternative Investments
  • Capital Markets
  • Philanthropy
  • Family Wealth Dynamics & Governance
  • Family Office Services
  • Insurance
 
  • Behavioral Finance
  • Business Succession Planning
  • Chief Investment Office
  • Wealth Structuring & Trusts
  • Concentrated Stock Management & Hedging
  • Global Markets & Investment Banking

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Your Private Wealth Advisor can help you learn more

1 Merrill Data Analytics team; data as of October 2019.