Charlie Merrill built a great firm through a vision and values that guide us still today.

The history of Merrill is an amazing success story achieved by men and women inspired by Charlie Merrill's vision and purpose. When Charlie Merrill said, "We can take Wall Street to Main Street," it profoundly changed the financial world.

Early in his career his experience at Safeway taught him how economies of scale could expand the retail market in financial services. And later he saw how Merrill could link brokerage offices to Wall Street by laying thousands of miles of telegraph wires and installing IBM machines to realize unprecedented efficiencies. He and his team also led the drive to pioneer mass advertising and teach everyday people how to invest.
His legacy has perpetuated over the years with clients now numbering in the millions – in part due to innovations like the Cash Management Account – which introduced a new way of banking and investing that revolutionized the industry by bringing all of a client's assets together into a single account.

Along with innovation came a set of core values that also set us apart, perhaps best captured in Charlie Merrill's famous words, "the interests of our customers must always come first."

I am proud to be part of Charlie's 110 + year commitment. My team and I show up, every day, to service entrepreneurs, executives, retirees, and their family members by providing industry leading wealth management services, solutions and advice.