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Exciting updates about Merrill. Learn more

Exciting updates about Merrill



Merrill brings a comprehensive approach to personalized advice and guidance with access to Bank of America banking that allows us to offer more to our clients. When you work with Merrill you have clear choices on how to work with us today and as your needs evolve over time.

Going forward, you will see our updated name and logo as well as enhancements to our offerings and experiences.

All our offerings will be represented by our new brand name Merrill – one name with multiple services and innovations available to you no matter how you want to invest. In addition, as part of this change, the Private Banking and Investment Group will become Merrill Private Wealth Management.

You will begin to see our updated name and logo here and on other touchpoints in mid-March.

If you are a client, there is nothing you need to do. You will still login to your accounts in the same places, with the same login information. We’ll communicate with you along the way to ensure all is clear through this transition. As always, if you have any questions about these changes, please contact your advisor. Thank you for being a Merrill client.


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