We strive to understand the latest trends, risks and potential opportunities. But when it comes to planning for your wealth, the most important thing is understanding what matters most to you. The relationship with you begins with a conversation, building a foundation that helps us get to know you, your family and full financial picture. We work together to develop a wealth management plan designed to identify and address your goals. And we deliver access to the investment insights of Merrill, trust and fiduciary services through Bank of America Private Bank, as well as to the banking convenience of Bank of America. As your life and market conditions change, we will meet to track progress and make adjustments to your plan, as necessary.
We believe that good relationships are built through teamwork and client involvement, delivered through our advisors, client associates and access to the global resources of Merrill Lynch Wealth Management. Our mission is to understand you and your priorities. To take the time to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow.
We help you design, implement and oversee a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. We're passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their 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.