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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. Send a secure message, set an appointment, e-sign documents and stay in touch with your advisor. See how it works.

  3. At Merrill, we provide the tools, people and know-how to help you pursue your financial goals. This guide is designed for informational purposes only. You’ll always make the final call on how you’d like to work with us. For more guidance, talk to a financial advisor today.

  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. Merrill Edge offers a wide range of investment products and advice, including brokerage and retirement accounts, online trading, and financial research.

  7. 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

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