We believe you should be fully involved in planning for your financial future. That's why the relationship with you begins by helping us determine your investment style. The team can then help identify and address individual goals that are personally meaningful to you. With a better understanding of how you think about investing, a comprehensive strategy can be designed to help you make the most of your financial resources.
Offering you the investment insights of Merrill and access to the credit, lending and banking convenience of Bank of America allows us to help you devise potential strategies designed to grow, preserve and distribute your wealth. We'll work to exceed your expectations through a proactive approach to communication, attention to personalized service and a commitment to continuing financial education.
CEPA®, CIMA®, CPFA™
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.
