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.
With over 40 years experience working with institutional clients, we service a wide variety of organizations, including:
CEP, CIMA®, CKP®, CPFA®, CRPS™
CFP®, CIMA®, CRPC™
CPFA®, CRPS™
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.