About Company

Merrill is the wealth management and brokerage arm of Bank of America that provides personalized financial advice and investment solutions focused on clients' goals. Merrill helps clients through one-on-one relationships with financial advisors who develop tailored strategies spanning investments, retirement and savings accounts, banking products via Bank of America, lending, insurance and wealth planning. The company combines research and investment insights from BofA Global Research and the Chief Investment Office with digital tools like MyMerrill and the MyMerrill mobile app to keep clients connected and secure. Merrill operates through registered entities including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Life Agency Inc., is a registered broker-dealer and registered investment adviser, a member of SIPC, and is a subsidiary of Bank of America Corporation.

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