Our team was founded on the principal of treating our clients with the same care we would want for our own families: transparency and accountability in all we do, valuing relationships, providing a high level of competency, and placing an emphasis on incorporating risk management strategies. We believe there is great value in continually educating our clients, providing guidance in an ever changing world, and sharing best practices and strategies to help our clients make intelligent decisions.
We provide our clients access to Bank of America's exclusive Wealth Management Banking experience, seamlessly integrating their banking with their wealth management. This combines cutting-edge technology and robust cybersecurity from Bank of America with white-glove, concierge-level support from our team, tailored to our clients' holistic banking needs. By bringing savings, checking, lending and credit solutions all in one place, we simplify everyday banking, enhance fraud protection, and help to prevent the need to navigate 800 service lines or visit a branch or financial center.
Integrated banking also allows our clients to enjoy the Bank of America Preferred Rewards® program. Eligible members receive premium banking and lending benefit rewards, discounts, and fee waivers. Our clients who qualify for Diamond and Diamond Honors tier members also enjoy exclusive access to lifestyle benefits — premium offers, experiences and services curated across categories such as travel, automotive, food and wine, sports and fitness, arts and culture and more.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
