 |
Pursue what’s possible with advisors fully invested in you
At Merrill, you’ll work one-on-one with a dedicated advisor to create a customized strategy, open the door to new opportunities and keep your needs front and center for every step of your financial journey.
Your dedicated advisor
Our advisors are good listeners. And will put you first. Just tell us what matters most to you.
A personalized strategy
- Powerful analytics and advice: Your advisor will show you the impact of your decisions to help keep you on track.
- Customized portfolio: Drawn from a wide range of investment choices.
- Transparency: Upfront conversations about cost and fee structure.
Solutions for your full financial life
- Financial planning: Insurance, retirement, philanthropy, trust and tax aware strategies
- Advanced offerings: Alternative investments when you qualify.
- Integrated banking & lending: Access Bank of America’s array of solutions through your advisor.
A relationship on your terms
- Communicate your way: Direct access to your advisor with your preference of check ins.
- Regular reviews: Track process and make adjustments as goals and priorities change.
- More support: Your advisor can bring a team of specialists from all areas across the Bank of America corporation.
|
