Experience you can rely on
Accreditation makes a difference
Specialized accreditation and continuing education from estate and tax planning strategists, practice management consultants and wealth specialists.
Experience is on your side. The average Private Wealth Advisor has 20 years of industry experience and a core business comprised of clients with significant assets.1
Insights from specialists and leaders
Access to specialists – from across Merrill Private Wealth Management and Bank of America, including private wealth strategists, alternative investments, credit, trust and philanthropy specialists to meet the needs of UHNW clients.
Leadership is sourced from within Merrill Private Wealth Management with a proven track record of success and a deep network across the firm.
Technical proficiency through training and testing.
Practice model that delivers exceptional service to clients with significant wealth.
Fewer clients for a deeper level of support and service.
Ongoing training and professional development to stay ahead in an evolving financial landscape.
Extensive resources of a global financial leader
Your extended team of specialists understands complex subjects to address your specific needs.
- Alternative Investments
- Capital Markets
- Family Wealth Dynamics & Governance
- Family Office Services
- Behavioral Finance
- Business Succession Planning
- Chief Investment Office
- Wealth Structuring & Trusts
- Concentrated Stock Management & Hedging
- Global Markets & Investment Banking