Our mission is to guide individuals to embrace financial freedom with the goal of inspiring them to lead extraordinary lives.
We start by listening — not just to what you have, but to what you want for yourself, your family, and your legacy. We take time to understand where you've come from and where you hope to go, because financial planning should reflect the life you want to live, not just the assets you own.
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.
