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  1. 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.

  2. 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) .

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

  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. Ready, set, invest. Investing with Merrill isn't just simple, it's personalized. Find the right accounts, the right investments and the right amount of support for you. Choose and open an account.

  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. Merrill Lynch is the foremost wealth management company with years of professional experience and knowledge help you reach your goals.

  8. Enjoy all the benefits of having your IRA at Merrill. Determine your investor profile and manage your own retirement account or have it managed by Merrill. Enjoy straightforward pricing and affordable fully managed accounts.

  9. There are many ways to invest – and a lot of factors go into finding the right approach for you. That’s why we have a full suite of investment solutions to meet you wherever you are. Take a look at the chart below. Merrill Edge®. Self-Directed. Build your own portfolio and choose your own investments. Merrill.

  10. 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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