Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” in 2019 and 2020.
Forbes “Best-in-State Wealth Advisors” in 2018, 2019 and 2020.
August 25th, 2020|10:00 AM - 10:30 AM EST
Please join us to learn more about Bank of America's Preferred Rewards Program and its benefits to you with Wealth Management Banking Specialist, Tyler Dempsey.
September 29th, 2020|10:00 AM - 10:30 AM EST
Wealth Management Bank Specialist, Tyler Dempsey, will discuss Bank of America’s various checking and savings accounts, including student accounts and a recap of how these accounts can benefit with our Preferred Rewards Program.
*Banking products and services provided by Bank of America, N.A.
Learn about the MyMerrill Mobile App.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.