Together, we’ll help shape your future
Your Merrill Private Wealth Advisor can help with strategies designed to grow, sustain and transfer your wealth to amplify its impact at every step of life’s journey.
Our approach
What does your wealth mean for you, your family and your legacy? We help you answer that question and craft a plan that reflects your vision. Then we help you dynamically manage it, adapting to changes in your goals and priorities as well as changes in the markets.
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Insight
Your financial decisions can have a cascading effect on your family, business and community. Our research and insights help you navigate nuanced challenges and choices.
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Simplicity
We distill complexity into clear guidance, freeing you to pursue your passions. Explore our full suite of solutions, including services aimed at families, executives and collectors.
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Perspective
Sustaining wealth for your lifetime and beyond can stress immediate needs. We help preserve a shared family vision by educating rising generations and helping you create family governance practices.
Our advisors
Nurturing wealth and navigating its complexities require experience, expertise — and time. We’re selective about client relationships, so we can focus on you.
A typical Merrill Private Wealth Advisor has1
21
YEARS' EXPERIENCE
$1.35B
ASSETS UNDER MANAGEMENT
48
CLIENTS – ALLOWING FOR MORE DEDICATED SUPPORT
Access to a team of specialists
Your Merrill Private Wealth Advisor works closely with specialists to craft a plan tailored to your specific needs and goals.
Alternative investment2 and credit experts3 to help you manage risk and take advantage of new opportunities.
Private Wealth Strategists4 to help design gift, legacy and generation-skipping transfer tax minimization strategies.
Family Office Services5 professionals to provide household accounting and custom financial reporting.
Banking3 professionals to help with your banking needs, including credit card and Bank of America Preferred Rewards®.
Art services6 to help you incorporate art into your wealth transfer plan or unlock the capital in your collection.
Succession planners and investment bankers7 to help you monetize and transition your family business.
Trust3 and philanthropic6 specialists to help you amplify the lasting impact of your wealth.
Specialty asset management3 team to offer expertise in timberland, ranchland and other nonfinancial assets.
Accolades
We’re proud that the expertise and dedication of our advisors have been recognized by others. Recent awards include:
Our advantage
We provide a boutique-like experience backed by global resources. You and your Private Wealth Advisor can draw on experienced specialists, solutions, research and insights. Your satisfaction is our motivation.
High-touch, as well as high-tech
Along with hands-on support from your Private Wealth Advisor, our digital capabilities allow you the convenience of secure access to your full financial picture and to your advisor, making it even easier to work with us.
Exclusive benefits
Through Bank of America Preferred Rewards®, you have access to premium offers and unique experiences curated across luxury categories including travel, automotive, wine and spirits, fashion, fitness, the arts and more.
You also have access to the advanced planning services of Merrill's Private Wealth Services team, who have years of specialized knowledge from working with families of considerable wealth.
Awards and recognition
Our programs, services and thought leadership are recognized throughout the industry.
Ready to get started with a Merrill Private Wealth Advisor?
1Clients with >$1M in assets. Merrill Data Analytics team; data as of 12/31/2024.
2Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
3Capability offered by Bank of America.
4“Private Wealth Services” is the marketing name for a group of services provided through Merrill Private Wealth Management. The group comprises the Merrill Center for Family Wealth®, the Strategic Wealth Advisory Group and Merrill Family Office Services.
5Merrill Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services.
6Capability offered by Bank of America Private Bank.
7Capability offered by BofA Securities, Inc.
82025 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
92025 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
102025 Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents and community involvement of advisor-provided data. Rankings do not reflect any one client's experience, future performance or outcome, endorse any advisor. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
11Bank of America data, 2024. In a survey, Merrill Private Wealth Management clients rated satisfaction with their advisor a 9 or 10.
122024 Bank of America Annual Report. Total Merrill client balances as of 12/31/2024.
13In 2024, Merrill received the Money Management Institute/Barron’s Industry Award for Digital Innovation for “Digital Presence: A Robust Ecosystem for Client Acquisition.”
14Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
