We believe that substantial wealth creates complex and far-reaching needs, as sophisticated as those of any institution or foundation. Our focus is on all facets of wealth management by providing in-depth, long-term strategies and recommendations, with institutional level sophistication, efficiency and scale. Our investment advice and guidance, along with our client services, are individualized and designed to simplify your life.

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.