As a Private Wealth Management team, we are focused on serving a limited number of clients, so we can deliver the attention and strategies you need and deserve. We offer guided access to the vast resources available through Merrill and Bank of America. And we have experience working with clients like you and specialized training to help address the complexities of an evolving world.
2024 Forbes “America’s Top Wealth Management Teams Private Wealth”
Published on November 13, 2024. Rankings based on data as of March 31, 2024.
2024 Barron’s “Top 250 Private Wealth Management Teams”
Published on May 10, 2024. Rankings based on data as of December 31, 2023.
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.
CEPA®, CPWA®, CRPC™
CRPC™
CRPC™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
