At Merrill, we are proud to be a team of experienced international advisors entrusted with the assets of our esteemed ultra-high net worth families and individuals. Our team understands both the complexities and opportunities that significant wealth presents and focuses on delivering bespoke wealth planning and structuring potential solutions tailored to our clients’ specific needs, with a deep understanding of cross border planning. Our mission is to provide comprehensive, forward-thinking solutions that preserve, grow, and transition wealth across generations. Backed by the resources of our world class research team, we are committed to offering a personalized experience that aligns with our clients’ financial goals and values.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
As a team of experienced professionals, we believe that financial planning should be as dynamic and diverse as our clientele. Our philosophy centers around understanding the unique financial goals, lifestyles, and challenges of each client, whether they are based domestically or internationally. Our team strives to build long term relationships grounded in trust, transparency, and a deep commitment to our clients' financial wellbeing. Our approach is proactive and personalized, helping to ensure that we meet our clients' needs today while simultaneously anticipating the opportunities and challenges of tomorrow. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect our clients' aspirations for themselves and the future generations of their family. Although significant wealth brings complex challenges, we believe that our experience, passion, and perspective can help simplify our clients' financial lives.
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.
