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  1. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

  2. Benefits OnLine®. Retirement and benefit services provided by Merrill. Learn more about Merrill's background on FINRA's BrokerCheck. Online Access Guides for 401 (k) accounts and Equity Awards.

  3. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF) .

  4. Merrill can help you to create a personalized investing strategy to pursue your goals. Learn about the many ways to invest with Merrill and how to get started.

  5. 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.

  6. With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy. New to Merrill? Have an advisor contact you. Investment minimum: Generally $250,000

  7. Get one-on-one guidance from a dedicated financial advisor with Merrill Lynch Wealth Management. Learn more about how you can grow and preserve your wealth.

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