merrill lynch wealth management

Work one-on-one with a dedicated advisor

Your Merrill Lynch Wealth Management Advisor provides you with personalized attention and objective investment advice to help grow and preserve your wealth.

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Understanding you and your family

Your advisor takes the time to learn about what matters most to you and your family when it comes to your finances and your life, because if it’s important to you, it’s important to us. 

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Creating your strategy and keeping you on track

Get a customized, comprehensive strategy designed by your dedicated advisor and team of specialists. As your financial life and market conditions change, we can offer proactive recommendations and meaningful insights from the Chief Investment Office to provide the support you need.

Learn more about how we can help by reading What Can an Advisor Do for Me? 

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Preferred Rewards for Wealth Management

From unlimited no-fee ATM transactions at non-Bank of America ATMs, rewards bonuses on eligible credit cards and a reduction in mortgage origination fee with Preferred Rewards for Wealth Management, you can enjoy these and other rewarding benefits.1

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Banking and investing connected

See your Bank of America banking and Merrill investing together allows your advisor to create more comprehensive wealth management strategies for you.

Access a full range of solutions with banking and lending from Bank of America and investing from Merrill. With a single, secure login, you can seamlessly view, manage and instantly transfer funds between accounts.

Want to meet with a Merrill Lynch Wealth Management advisor?

We're available between 9 a.m. and 9 p.m. Eastern Time, Monday through Friday.

 

 

For clients with substantial wealth, please explore Private Wealth Management.

investing with substantial wealth

Merrill Private Wealth Management delivers a boutique experience to individuals, families, business owners and executives with substantial wealth

Our private wealth advisors will guide you in accessing specific wealth management strategies personalized to your individual needs.

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Get the latest Perspectives

This season, our Merrill Perspectives podcast goes beyond the headlines, examining forces changing the world and their impact on our lives. Topics include saving and planning for college, women and investing, and many more.

there's more than one way to invest

Merrill Lynch Wealth Management

Working with a dedicated advisor team for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings. Take a look and see.