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  1. 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) .

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  2. Merrill Lynch offers personalized advice and solutions for your financial goals, whether you are investing, saving, or planning for retirement. Learn from the Chief Investment Office, take a retirement quiz, or connect with an advisor.

  3. 866.848.6554. 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.

  4. 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.

  5. Merrill Lynch offers comprehensive financial solutions, innovative technology and award-winning research to help you achieve your goals. Learn about the history, services and benefits of working with a Merrill advisor team.

  6. Merrill Edge offers a range of investment choices and accounts for online investors. Learn about stocks, mutual funds, ETFs, fixed income, options, margin trading and more.

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  8. Merrill Lynch offers a range of investment solutions and financial planning services for different wealth levels and goals. Whether you want to work with an advisor, manage your own portfolio, or access private banking services, Merrill Lynch can help you achieve your financial objectives.

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