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Our private wealth advisors' extensive experience, singular focus on your needs, and access to the vast resources of Merrill and Bank of America can help you address the unique set of challenges you face and make the most of your opportunities.
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