About Company

Merrill (Merrill Lynch Wealth Management) connects clients with dedicated financial advisors through its Advisor Directory and matching tools and provides personalized wealth management services that include investment advisory and brokerage solutions, retirement and savings planning, insurance, lending, and access to Bank of America’s banking and trust capabilities. Merrill combines advisor-led financial planning, research and analytics, and integrated banking resources to help clients pursue long-term goals, offer multiple ways to find or be matched with an advisor, and support both individual and institutional needs through extensive tools and client service channels.

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