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Wealth Management and Financial Services from Merrill Lynch
Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.
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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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Learn more about Merrill's background on FINRA's BrokerCheck layer. Online Access Guides for 401(k) accounts and Equity Awards.
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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). Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and a wholly-owned subsidiary of Bank of America Corporation.
Contact Information and Phone Number for Merrill Clients
As a Merrill client, there are a few ways to get in touch with us. Contact us by phone or log in to your MyMerrill or Benefits OnLine account to get answers to your questions and stay on top of your financial goals
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Secure log in to access Merrill Lynch accounts and manage investments online.
About Merrill Lynch Professional Wealth Management Services
Merrill Lynch is the foremost wealth management company with years of professional experience and knowledge help you reach your goals.
Why Merrill: How Merrill Lynch Can Help You Meet Your Goals
The investment offering provided by Merrill combined with access to the full range of Bank of America banking capabilities allows you and your advisor access to a breadth of potential solutions to help meet your financial needs. Only Merrill with …
MyMerrill: Access Online and Mobile Financial Tools - PWM Merrill …
Link your Merrill investment accounts and Bank of America banking accounts for even greater secure digital access, all in one app, including: View your total net worth and accounts across banking, credit cards, investments and loans
Wealth Management Services & Wealth Planning from Bank
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