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You’ll also have access to all the resources and strategies from a global financial leader, Bank of America Corporation.
From individuals and families to business owners and executives, our private wealth advisors are experienced in working with substantial wealth. To guide you in accessing specific wealth management strategies personalized to your individual needs, he or she:
Is readily accessible, working with only a few select clients
Is rigorously trained to pursue one or more industry certifications
Will meet with you to review your goals as your needs change
Commits to gaining a deep understanding of your goals, challenges and values
Develops a multigenerational wealth management strategy
Brings together access to the banking services through Bank of America, N.A. and investment services through Merrill