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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) .

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

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

  6. 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.

  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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