Bank of America & Merrill Lynch

About Us

Work one-on-one with your dedicated advisor team who will help you build a comprehensive financial strategy designed to help grow and preserve your wealth.

A goals-based investment advisory program with investment portfolios built, rebalanced1 and monitored by Merrill investment professionals, with the option to work with an advisor.

A personalized investing experience that gives you helpful guidance, insights and tools to confidently put your investing ideas into action.