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  2. At Merrill, We Take A Personalized Approach To Investing Focused On Your Future.

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  1. Jan 19, 2021 · Though its private banking balance fell in 2020, the global wealth management unit had a 9% uptick. Assets under management sat at $1.4 trillion, up from $1.28 trillion in 2019.

    • Asia Martin
  2. Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities.

  3. Jan 19, 2022 · Merrill Lynch posted record revenue of $17.4 billion in 2021, a 14% year-over-year increase. Client balances reached a record $3.2 trillion by the end of December, another 14% annual increase....

  4. There are now 18 members on his team serving 120 clients including entrepreneurs, families and businesses whose typical net worth is around $30 million.

  5. Merrill Lynch ‘Life Advisor’ Climbs Mountains With Clients And Treats Them Like Family This Maryland-based advisor takes a high-touch and pro-dividend approach to managing roughly $400 million ...

    • Ceo
  6. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”).

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  8. Calculate your net worth with the Net Worth Estimator Tool from Merrill Edge and get a clearer financial picture.

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