We start by meeting you where you are. You are the world's leading authority on you, and our job is first and foremost to learn about you in a way that enables us to seamlessly align you with access to the combined resources of Merrill Lynch Wealth Management, Bank of America Private Bank (formerly US Trust), and the banking convenience of Bank of America. We follow an in-depth process aimed at understanding you, not just numerically, but holistically. Only when we've done that can we be useful to you as financial advisors, wealth management advisors, and confidants.
CRPC™
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.