Putting our resources and perspectives to work for you

We start by understanding your concerns and priorities and then form a strategy to help you pursue your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.

A boutique-like experience from a global institution

You’ll also have access to all the resources and strategies from a global financial leader, Bank of America Corporation.

Extensive experience

From individuals and families to business owners and executives, our private wealth advisors are experienced in working with substantial wealth. To guide you in accessing specific wealth management strategies personalized to your individual needs, he or she:

  • Is readily accessible, working with only a few select clients

  • Is rigorously trained to earn one or more industry certifications

  • Monitors the success of your strategy and updates you as you desire

  • Commits to gaining a deep understanding of your goals, challenges and values

  • Develops a multigenerational wealth management strategy

  • Brings together access to the banking services through Bank of America, N.A. and investment services through Merrill Lynch

Capabilities

Strategic solutions that align with your goals and priorities

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Group's Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

MLPF&S is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

© Bank of America Corporation. All rights reserved.

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