A lasting relationship and an approach that reflects your unique values
From individuals and families to business owners and executives, our private wealth advisors start by understanding your concerns and priorities and then help you form a strategy to help you pursue your goals—even as they change over time.
Boutique-like focus with expansive resources
Our private wealth advisors’ extensive experience, focus on your needs and access to the investing resources of Merrill and banking resources of Bank of America can help you address the unique set of challenges you face and make the most of your opportunities.
Hear from our clients
For Jodi, business is only part of the picture. Taking care of her family and leaving a legacy are also priorities.
A business owner dedicated to making an impact
Whether she's sustaining a thriving family business or devoting time to nonprofits, Karen is focused on success.
Helping the Whole Family
For Rafat and Zoreen, when it comes to planning for their financial future, the Ansaris have everyone in the family on the same page.