Merrill Institutional Consulting includes experienced financial advisors who specialize in serving institutional clients. Whether you are looking to outsource or supplement your current investment strategies, Merrill Institutional Consulting offers a breadth of resources and fiduciary care to your organization. Watch our video to learn more.
Merrill Institutional Consulting™ (MIC) is part of the Global Wealth & Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner, & Smith Incorporated(also referred as “MLPF&S” or “Merrill”) who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF&S is a dually registered broker-dealer and investment advisor and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed, or provided by companies that are affiliates of BofA Corp.
With over 40 years experience working with institutional clients, we service a wide variety of organizations, including:* Large and small corporations, holding companies, LLCs and partnerships in the U.S. and abroad* Non-profit organizations, foundations and endowments* Hospital/healthcare/insurance providers* Union/Taft Hartley plans* Faith-based groups* Educational organizations* Tribal Nations* Family Offices
CEP, CIMA®, CKP®, CPFA®, CRPS™
CFP®, CIMA®, CRPC™
CPFA®, CRPS™
AWMA™, CEP
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.