A Commitment to Service
Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.
InvestmentsWe believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer consistent, personalized advice. Combined with professional management, you can stay on the right path towards pursuing your long-term objectives.
Capabilities That Are Broad and Deep
We can act as a gateway to the deep resources of Merrill Lynch Wealth Management, a worldwide leader in wealth management and investments, and Bank of America, a global banking company. There is tangible value in having a relationship with an advisor who can leverage the investment insights of Merrill and the banking convenience of Bank of America to your benefit.
Some examples of resources we can access to support you and your circle of advisors:
- Retirement analytical tools, including Wealth Outlook®
- Client Review Center—detailed and timely diagnostic reports
- Insurance quotations from licensed providers
- Professionally managed investments in all asset classes
Additionally, we can provide access to Bank of America's services:
- Home loan rate quotes and terms from Bank of America, N.A
- Expansive trust capabilities through Bank of America Private Bank
- Convenient personal banking arrangements through Bank of America, N.A., and its full spectrum of transactional, credit card and deposit products
*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.
*Merrill Life Agency's California License Number 0522776
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.
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