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Your advisor is your resource, and your strategy is your personal financial road map. </span></span></p> </div> <div class="aem-wrap--column-control section"> <div class="column-control column-control--35-65 " style="max-width: ;"> <div class="column-control__column"> <div class="aem-wrap--cta-enhanced section"> <div id="image_365077230" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="/content/ml/en/merrill-advisor-match?ml_wwu" target="_self" role="button" style=" " aria-label="Find an advisor" data-bactmln="Tile-CTA-_-find-an-advisor-_-content-ml-en-merrill-advisor-match-ml-wwu"> Find an advisor </a> </div> </div> </div> <div class="column-control__column"> <div class="aem-wrap--cta-enhanced section"> <div id="image_858329339" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="/registration/merrill-advisor-contact-request.html" target="_self" role="button" 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data-cmp="image"> <div> <picture class="image__picture"> <source media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_1_dsk.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_1_dsk.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_1_mob@2x.png" alt="A family of four enjoys time outside together" title="A family of four enjoys time outside together" class="image__img "/> </picture> <div class="image__caption"><p style="text-align: center;"><span class="font-regular">Prioritize your goals and create a personalized financial strategy.</span></p> </div> </div> </div> </div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--image section"> <div class="image " style="max-width: inherit" data-cmp="image"> <div> <picture class="image__picture"> <source media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_2_dsk.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_2_dsk.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_2_mob@2x.png" alt="A pregnant woman and her husband look at their tablet together" title="A pregnant woman and her husband look at their tablet together" class="image__img "/> </picture> <div class="image__caption"><p style="text-align: center;"><span class="font-regular">Meet with you and update your portfolio as markets – and your life – change.</span></p> </div> </div> </div> </div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--image section"> <div class="image " style="max-width: inherit" data-cmp="image"> <div> <picture class="image__picture"> <source media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_3_dsk.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_3_dsk.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_3_mob@2x.png" alt="A young girl hugs her grandmother" title="A young girl hugs her grandmother" class="image__img "/> </picture> <div class="image__caption"><p style="text-align: center;"><span class="font-regular">Manage your emotions and help you stay on track to meet your goals.</span></p> </div> </div> </div> </div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--image section"> <div class="image " style="max-width: inherit" data-cmp="image"> <div> <picture class="image__picture"> <source media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_4_dsk.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_4_dsk.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_4_mob@2x.png" alt="A couple takes a stroll on the beach" title="A couple takes a stroll on the beach" class="image__img "/> </picture> <div class="image__caption"><p style="text-align: center;"><span class="font-regular">Save for retirement and develop a plan so you’re less likely to outlive your money.</span></p> </div> </div> </div> </div> </div> </div> <div class="slideshow--item"> <div class="slide-box box-shadow"> <div class="aem-wrap--image section"> <div class="image " style="max-width: inherit" data-cmp="image"> <div> <picture class="image__picture"> <source media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_5_dsk.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_5_dsk.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/wwus/redesign/Img_Carousel_A_Slide_5_mob@2x.png" alt="An older couple reviews their finances on their computer and with a print-out" title="An older couple reviews their finances on their computer and with a print-out" class="image__img "/> </picture> <div class="image__caption"><p style="text-align: center;"><span class="font-regular">Consider the tax consequences of your investment strategies and withdrawals.</span></p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div></div> </div> </div> </section> </div> </div> <div class="column-control__column"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> </div></div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-medium-top transparent-bg" style=" "> <div class="background-container__wrapper " style="max-width:690px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 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class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small-top transparent-bg" style=" "> <div class="background-container__wrapper " style="max-width:700px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_467320697 { margin-top: 0px; margin-bottom: 0px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1024px) { #positioning_container_467320697 { margin-top: 0px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_467320697" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--header section"> <div class="header "> <h3 class="header__heading headline--sm ">Different approaches for different needs</h3> <div class="header__subheading"><p> </p> <p><span class="font-regular">Our customized approach and dedication help make our advisors among the <a href="/articles/awards-recognition.html" target="_self" style="color: rgb(0,82,194);" data-bactmln="OSA_article_most-recognized-in-the-industry">most recognized in the industry.</a> With more than 13,000 advisors, you can find someone suited to your needs and investing approach. A great place to start is by asking <a href="/articles/what-does-a-financial-advisor-do.html" style="color: rgb(0,82,194);" data-bactmln="OSA_article_what-can-an-advisor-do-for-me?" target="_self">what can an advisor do for me?</a></span></p> <p> </p> </div> </div> </div> </div> </div></div> </div> </div> </section> </div> </div> </div></div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small dark-blue-bg" style=" "> <div class="background-container__wrapper " style="max-width:1440px;"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section dark-blue-bg" style=" "> <div class="background-container__wrapper " style="max-width:1000px;"> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h2 class="header__heading headline--lg white-color">The right guidance can unlock new possibilities</h2> <div class="header__subheading"><p style="color: rgb(255,255,255);text-align: center;padding: 15.0px 0.0px;">A Merrill advisor can help you go even further with personalized investing strategies plus access to the full range of banking solutions only Bank of America can deliver. Watch this video to see how a dedicated advisor can help make all the difference.</p> </div> </div> </div> <div class="aem-wrap--media-kaltura section"> <script src="//cdnapisec.kaltura.com/p/4699762/embedPlaykitJs/uiconf_id/51133253/langs/en,es"></script> <uc-media version="media_3.10.2-WEALTHV5" class="uc-component uc-media" data-action="unityMedia" buttonAnimation="true" buttonPosition="center" entryId="1_ejotou2d" infiniteCarousel="false" isAudio="false" isAuthorMode="false" isPlaylist="false" isVertical="false" partnerId="4699762" playerId="51133253" playlistAutoContinue="false" playlistFilter="false" playlistTheme="blue" showDisclaimer="false" theme="blue" 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closeTranscriptText="Close Transcript" closeDisclaimerText="Close Disclaimer" disclaimerTitle="Disclaimer" transcriptTitle="Transcript" carouselNextArrowText="Go to Next Item" carouselPreviousArrowText="Return to Previous Item" carouselDotsLabel="of" playlistItemLabel="Item {0} of {1} Play {2} video" validCloseCaptions="true" data-video-id="1_ejotou2d_No question too big, no moment too small"> <div id="1_ejotou2d" class="uc-media__player"> </div> <div class="uc-media-transcript" aria-hidden="true" aria-expanded="false"> <div class="uc-media-transcript__header"> <button aria-label="Close Transcript" class="uc-media-transcript__close uc-media-icon-close" tabindex="-1" title="Close Transcript"></button> </div> <div class="uc-media-transcript__container" tabindex="-1"> <h3 class="uc-media-transcript__title">Transcript</h3> <div class="uc-media-transcript__text"></div> </div> </div> <script type="application/ld+json">{"@type":"VideoObject","name":"No question too big, no moment too 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What if life’s biggest turning points simply started with a question? On screen copy: Is it time to start a non-profit? Is it time to invest in my community? Is it time to grow my family the way I want? At Merrill, we not only understand the power of the questions you ask, we know how to help answer them in a way that’s unique to you. On screen copy: What changes can I make to be ready for higher healthcare costs? What changes can I make to get started on estate planning? What changes can I make to turn my second home into my first? That’s because we take the time to understand you and your goals… On screen copy: What if I need to take care of my parents? What if I want to make room for more? What if I turn my passions into profit? and help turn those questions into a financial plan that works for you, no matter where you are in life. On screen copy: How can we save for both retirement and college? How can we get smarter about taxes? How can we retire early and really enjoy it? For every question you have, every decision you make, and every answer you need, Merrill advisors are with you to listen and help guide you along the many paths your life can take. With personalized investing strategies from your dedicated Merrill advisor, plus the full range of solutions only Bank of America can deliver, there’s no question too big, or moment too small. Let’s get the conversation started. What would you like the power to do? On screen copy: What would you like the power to do?® Merrill® A Bank of America Company logo Bank of America® logo Learn more at ML.com On screen disclosures: Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material should be regarded as general information on health care considerations and is not intended to provide specific health care advice. If you have questions regarding your particular health care situation, please contact your health care, legal or tax advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value © 2023 Bank of America Corporation. All rights reserved. 6210256 - 07/24/2025 [End of transcript]","@context":"http://schema.org"}</script> </uc-media> </div> </div> </div> </section> </div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section background-container--paddings-small-top cool-gray-5-bg" style=" "> <div class="background-container__wrapper " style="max-width:1100px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_130889284 { margin-top: 0px; margin-bottom: 35px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1200px) { #positioning_container_130889284 { margin-top: 0px; margin-bottom: 50px; margin-left: -50px; margin-right: -50px; } } </style> <div id="positioning_container_130889284" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h3 class="header__heading headline--md ">Have an advisor contact you.</h3> </div> </div> <div class="experience-fragment experiencefragment section"> <div id="experience-fragment-516b1ec77d" class="cmp-experiencefragment cmp-experiencefragment--Inline-wwus-form-id7"><div class="xf-content-height"> <div class="aem-wrap--form-container"> <section class="form-container " data-cmp="formContainer"> <unity-form background="light-gray"> <div id="form-7-main-container" class="unity-form-container"> <div class="form__header"> <div class="header "> <div class="header__subheading"><p><span class="copy--body">Already a client? Connect to your Merrill advisor or 401(k)/Equity plan <a href="/contactus/contact-us.html" target="_self" aria-label="Click here to connect to your Merrill advisor or 401(k)/Equity plan">here</a>.</span></p> </div> </div> </div> <div id="form-7-feGeneralMessageId" tabindex="-1" aria-hidden="true" aria-label="There are items below that require your attention before submitting. " class="general-message"><span class="unity-icon unity-icon-action-alert" tabindex="-1" aria-hidden="true"></span>There are items below that require your attention before submitting. </div> <div id="form-7-feRequiredMessageId" tabindex="-1" aria-hidden="true" class="required-message"></div> <div id="form-7-beGeneralMessageId" tabindex="-1" aria-hidden="true" aria-label="Something went wrong! Your form couldn’t be submitted correctly. Please try again. " class="general-message"><span class="unity-icon unity-icon-action-alert" tabindex="-1" aria-hidden="true"></span>Something went wrong! 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Merrill advisors will keep you informed about our programs, benefits and the latest Merrill investing information.</span></p> <p> </p> </div> </div> </div> </div> </div></div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section white-bg" style=" "> <div class="background-container__wrapper " style="max-width:1440px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_195246715 { margin-top: -25px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_195246715" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--tile-container section"> <div id="tile_container_319259006" class="tile-container tile-containerLayout--imagetopblock js-tile-container" 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class="aem-wrap--image section"> <div class="image image--bg image--bg-size-contain " style="max-width: inherit" data-cmp="image"> <div> <div class="image__bg " data-bg-mobile="/content/dam/ML/wwus/redesign/Icon_Clients_Rate@1x.png" data-bg-tablet="/content/dam/ML/wwus/redesign/Icon_Clients_Rate@1x.png" data-bg-desktop="/content/dam/ML/wwus/redesign/Icon_Clients_Rate@1x.png" style="background-image: url(/content/dam/ML/wwus/redesign/Icon_Clients_Rate@1x.png); min-height: 100px;"> </div> </div> </div> </div> </div> </div> </section> </div> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_313239798 { margin-top: 0px; margin-bottom: 0px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1200px) { #positioning_container_313239798 { margin-top: 0px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_313239798" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--header section"> <div class="header header--align-center "> <div class="header__subheading"><h2 style="color: rgb(1,33,105);"><span class="heading-size-s"><span class="font-light"><b>92%</b> of our clients rated their advisor a 9 or 10</span></span><a style="text-decoration: none;" href="#footnote-1" aria-label="footnote-1" target="_self"><sup>1</sup></a></h2> <p> </p> <p style="text-align: center;"><span class="color-black"><span class="font-regular">Having the right guidance makes a difference. Your Merrill advisor can provide personalized investing strategies</span></span></p> <p style="text-align: center;"><span class="color-black"><span class="font-regular">plus access to the banking capabilities, tools and technology only Bank of America can deliver. </span></span></p> <p style="text-align: center;"> </p> </div> </div> </div> </div> </div></div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section transparent-bg" style=" "> <div class="background-container__wrapper " style="max-width:800px;"> <div class="aem-wrap--callout-container section"> <div class="callout-container"> <div class="callout-container__wrapper "> <div class="callout-container__content"> <div class="callout-container__aligment callout-container__aligment--center "> <h2 class="callout-container__headline" style="color:#000;font-size:2rem;"> There's more than one way to invest with Merrill</h2> <div class="callout-container__text"> <p>Working with a dedicated advisor for a personalized strategy is just one way you can invest with us. You may find you’re interested in a different approach or want to take advantage of a couple of our offerings.</p> </div> </div> <div class="cta-container"> <div id="image_475979093" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button-outline button royal-blue-cta " href="https://www.merrill.com" target="_self" role="button" style=" " aria-label="Take a look and see" data-bactmln="Tile-CTA-_-there-s-more-than-one-way-to-invest-with-merrill_take-a-look-and-see-_-https-www-merrill-com"> Take a look and see </a> </div> </div> </div> </div> </div> </div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section background-container--paddings-small-bottom cool-gray-5-bg" style=" "> <div class="background-container__wrapper " style="max-width:1100px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_308348980 { margin-top: 0px; margin-bottom: 0px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1200px) { #positioning_container_308348980 { margin-top: 0px; margin-bottom: 0px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_308348980" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p> </p> <p><a href="#" id="footnote-1" style="text-decoration: none;color: rgb(69,69,69);"><sup>1</sup></a><span class="font-regular">Bank of America employs Ipsos, the world’s third largest market research company, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted July 1 2022 – June 30 2023 with a total sample of 55,348 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $20k in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). 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