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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_dwgg9pt6_Merrill Women’s Symposium Client-Facing video"> <div id="1_dwgg9pt6" 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":"Merrill Women’s Symposium Client-Facing video","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_dwgg9pt6/version/100001","uploadDate":"2024-02-28T18:50:52Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_dwgg9pt6/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_dwgg9pt6/format/url/protocol/https","width":1280,"height":720,"duration":"PT2M00S","transcript":"[Music playing in background throughout] [Merrill® Bull, Merrill® A Bank of America Company and Bank of America® logos shown throughout] On screen disclosure: Please see important information at the end of this video. [Different shots of advisor interviews and various shots of advisors interacting with clients throughout] On screen copy: Lee Ann Coburn Managing Director Wealth Management Advisor Lee Ann Coburn: As women, we are balancing so many things. On screen copy: Mary Jo Harper Senior VP Wealth Management Advisor Mary Jo Harper: Some of the most successful women do not have the time for wealth management. On screen copy: Judith Lee Senior VP Wealth Management Advisor Judith Lee: They’re looking for someone to work with. They want to know that a financial advisor gets them. Lindsay Hans: I think about how committed we are at Merrill to have the client in the center, and have an advisor sitting not across the table, but next to them at the table. On screen copy: Lindsay Hans President & Co-Head Merrill Wealth Management Lee Ann Coburn: It’s super important for me to be there with them along the way, along the lumpiness of life. On screen copy: Mary Mullin Managing Director Wealth Management Advisor Mary Mullin: What are they worried about, what keeps them up at night… with true understanding, I can put together an investment plan. On screen copy: Alyssa Moeder Managing Director Private Wealth Advisor Alyssa Moeder: It’s also about their total financial lives. Lee Ann Coburn: Providing access to Bank of America services and the depth and breadth of technology that we all have is huge. Judith Lee: My clients have access to a full financial relationship. Lee Ann Coburn: I’ve been lucky to work with a lot of successful women. What one of them shared with me is that business is personal. And you make financial planning personal. On screen copy: Corina Davis Managing Director Wealth Management Advisor Corina Davis: I get to build relationships with clients. Alyssa Moeder: I get to know their parents, their children, their grandchildren. Corina Davis: Leading them through all of their different life phases. At the same time, they’re with me, right, through mine. On screen copy: Noreen Gillen Vice President Wealth Management Advisor Noreen Gillen: Not only do I impact the client’s immediate family, but their next generation, and I help the client give back to their community within their own finances when they didn’t even think it was possible. Lee Ann Coburn: My favorite days are when they say “Thank you. You reduced my financial anxiety.” Judith Lee: That level of trust is really what this is all about. Lee Ann Coburn: I can’t wait to help that next person. On screen copy: What would you like the power to do? ® Merrill® A Bank of America Company logo Bank of America® logo On screen copy: We provide financial solutions regardless of background, demographics, culture, or any other core factor of difference. On screen disclosures: Choice of advisor does not guarantee future success. Investing involves risk. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment advisor, and Member SIPC. Bank of America, N.A., Member FDIC. MLPF&S and Bank of America, N.A. are wholly owned subsidiaries of Bank of America Corporation. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value © 2024 Bank of America Corporation. All rights reserved. 6412593 - 08/23/2025 [End of Transcript]","@context":"http://schema.org"}</script> </uc-media> </div> <div class="video-masthead__content"> <button class="video-masthead__play--pulsating video-masthead__play js-video-masthead-play" aria-label="Click here to play video"> </button> <div class="callout-container"> <div class="callout-container__wrapper "> <div class="callout-container__content"> <div class="callout-container__aligment callout-container__aligment--center "> <h1 class="callout-container__headline"> Own Your Financial Future</h1> <div class="callout-container__text"> <p>At Merrill, we believe in having a dedicated advisor who listens, understand your values, and helps you see what's possible for tomorrow – and how to get there.</p> </div> </div> </div> </div> </div> </div> </div> </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 custom-bg-color" style=" background-color:#f5f7f6; "> <div class="background-container__wrapper "> <div class="aem-wrap--container section"> <section class="container container--contained "> <div class="container__section container__section--transparent"> <div class="container__wrapper"> <div class="container__header container__header--primary"> <div class="header header--align-center "> </div> </div> <div><div class="aem-wrap--tile-container section"> <div id="tile_container_741196278" class="tile-container tile-containerLayout--iconblock js-tile-container" data-cmp="tileContainer"> <ul class="tile-container__columns tile-container__columns--3 " data-variant="iconblock"> <li class="tile-container__item tile-container--iconblock"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__icon-container"> <img class="tile-container__tile__icon" src="/content/dam/ML/woman-hub/icon-1.png" style="max-height:40px; height: auto; width:auto;" aria-label="Cashpro research" alt="Cashpro research"/> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h4 class="tile-container__tile__title" style="color:#000000;" no-link="true">Breakthrough research</h4> <div class="tile-container__tile__text js-rte-tagging"><p>Our <a href="/women-research.html" style="text-decoration: none;color: rgb(51,117,206);">industry-wide study</a> examined the way gender affects client service — so we can all better serve women investors.</p> </div> </div> </div> </li> <li class="tile-container__item tile-container--iconblock"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__icon-container"> <img class="tile-container__tile__icon" src="/content/dam/ML/woman-hub/icon-2.png" style="max-height:40px; height: auto; width:auto;" aria-label="People icon" alt="People icon"/> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h4 class="tile-container__tile__title" style="color:#000000;" no-link="true">Dedicated advisors</h4> <div class="tile-container__tile__text js-rte-tagging"><p>Always striving to help investors meet their unique financial goals, our advisors are among the <a href="/articles/awards-recognition.html" style="text-decoration: none;color: rgb(51,117,206);">most recognized in the industry</a>.</p> </div> </div> </div> </li> <li class="tile-container__item tile-container--iconblock"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__icon-container"> <img class="tile-container__tile__icon" src="/content/dam/ML/woman-hub/icon-3.png" style="max-height:40px; height: auto; width:auto;" aria-label="Lightbulb Icon" alt="Lightbulb Icon"/> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h4 class="tile-container__tile__title" style="color:#000000;" no-link="true">Commitment to progress</h4> <div class="tile-container__tile__text js-rte-tagging"><p>We’re <a href="https://about.bankofamerica.com/en/making-an-impact/reaffirming-our-investment-in-women" target="_blank" style="text-decoration: none;color: rgb(51,117,206);">dedicated to improving women's experiences</a>, continuing to take action to make the industry even more inclusive and welcoming for everyone.</p> </div> </div> </div> </li> </ul> </div> </div> </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-bottom transparent-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--image section"> <div class="image tile-right tile-bottom overflowX overflowY " style="max-width: inherit" data-cmp="image"> <div> <picture class="image__picture"> <source srcset="/content/dam/ML/woman-hub/Advisor_Match.png" media="(min-width: 1200px)"/> <source srcset="/content/dam/ML/woman-hub/Advisor_Match.png" media="(min-width: 1024px)"/> <source srcset="/content/dam/ML/woman-hub/Advisor_Match.png" media="(min-width: 640px)"/> <img src="/content/dam/ML/woman-hub/Ready_to_meet_your_match__-_325_x_210.png" class="image__img image__img--width-tile "/> </picture> <div class="image__tile dark-blue-bg"> <h3><span class="color-white"><span class="font-light">Ready to meet your match?</span></span></h3> <p><span class="color-white">You know your worth. Work with an advisor who does too. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.</span></p> <div id="image_116863068" class="cta cta--align-left" data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--link-caret link white-cta " href="https://www.ml.com/merrill-advisor-match.html?women" target="_self" role="link" style=" " aria-label="Meet your match" data-bactmln="Tile-CTA-_-meet-your-match-_-https-www-ml-com-merrill-advisor-match-html-women"> Meet your match <i class="unity-icon unity-icon-action-right" aria-hidden="true"></i> </a> </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-top transparent-bg" style=" "> <div class="background-container__wrapper align-center" style="max-width:980px;"> <div class="aem-wrap--header section"> <div class="header header--align-center "> <h2 class="header__heading headline--md black-color"><span style="font-size: 40.0px;">Resources to help you plan your future</span></h2> <div class="header__subheading"><p>Explore content and articles crafted to help you navigate your financial journey.</p> <p> </p> </div> </div> </div> <div class="aem-wrap--tile-container section"> <div id="tile_container_555790153" class="tile-container tile-containerLayout--imagetopblock js-tile-container" data-cmp="tileContainer"> <ul class="tile-container__columns tile-container__columns--2 " data-variant="imagetopblock" data-remove-shadows="false"> <li class="tile-container__item tile-container--imagetopblock"> <a class="t-track-tile-link" data-bactmln="tile_the-not-so-empty-nest-how-to-help-adult-kids-achieve-financial-liftoff" href="/articles/adult-children-living-with-parents.html"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__media"> <div class="tile-container__tile__image" style="background-image:url(/content/dam/ML/Articles/images/the-not-so-empty-nest/banner_mobile_750x300.jpg);"></div> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" no-link="false">The not-so-empty nest: How to help adult kids achieve financial liftoff</h3> <div class="tile-container__tile__text js-rte-tagging"><p>When your children turn to you for financial support — and a roof over their heads — these tips can help you give them the tools they need to move forward on their own.</p> </div> </div> </div> </a> </li> <li class="tile-container__item tile-container--imagetopblock"> <a class="t-track-tile-link" data-bactmln="tile_a-step-by-step-guide-to-building-your-portfolio" href="/articles/how-to-build-investment-portfolio.html"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__media"> <div class="tile-container__tile__image" style="background-image:url(/content/dam/ML/Articles/images/a-step-by-step-guide-to-building-your-portfolio-750x300.png);"></div> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" no-link="false">A step-by-step guide to building your portfolio</h3> <div class="tile-container__tile__text js-rte-tagging"><p>Whether you're just starting out or already invested, this disciplined approach can help you design a personalized portfolio tailored to your specific financial goals.</p> </div> </div> </div> </a> </li> <li class="tile-container__item tile-container--imagetopblock"> <a class="t-track-tile-link" data-bactmln="tile_thanks-mom-for-all-the-great-financial-advice-" href="/articles/financial-lessons-from-mom.html"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__media"> <div class="tile-container__tile__image" style="background-image:url(/content/dam/ML/Articles/images/financial-lessons-from-mom/Merrill_W3964_FinancialLessonsFromMom_HeroImage_042523_F360_490x235.jpg);"></div> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" no-link="false">Thanks, Mom, for all the great financial advice!</h3> <div class="tile-container__tile__text js-rte-tagging"><p>Several of our women leaders share the lessons their mothers taught them — and what they're teaching their children. Plus: A financial flash card and pop quiz for your kids.</p> </div> </div> </div> </a> </li> <li class="tile-container__item tile-container--imagetopblock"> <a class="t-track-tile-link" data-bactmln="tile_women-told-us-we-are-confident-investors-" href="/articles/women-financial-and-investing-knowledge.html"> <div class="tile-container__tile " style="background-color:;"> <div class="tile-container__tile__media"> <div class="tile-container__tile__image" style="background-image:url(/content/dam/ML/Articles/images/women-financial-and-investing-knowledge/Merrill_W3837_WomenFinancialWellness_HeroImage_102522_F360_490x235.jpg);"></div> </div> <div class="tile-container__tile__content "> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" no-link="false">Women told us: ‘We are confident investors’</h3> <div class="tile-container__tile__text js-rte-tagging"><p>Our latest study on women’s financial wellness reveals increasing assurance in money matters — and a desire to learn more to better pursue long-term financial goals</p> </div> </div> </div> </a> </li> </ul> </div> </div> <div class="aem-wrap--cta-enhanced section"> <div id="image_504916636" class="cta cta--align-center" data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="/financial-research-and-insights/women-investors.html" target="_self" role="button" style=" " aria-label="Explore more articles" data-bactmln="Tile-CTA-_-explore-more-articles-_-financial-research-and-insights-women-investors-html"> Explore more articles </a> </div> </div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container "> <div class="background-container__section " style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_559258572 { margin-top: 0px; margin-bottom: 0px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 768px) { #positioning_container_559258572 { margin-top: 20px; margin-bottom: 20px; margin-left: 0px; margin-right: 0px; } } </style> <div id="positioning_container_559258572" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="experience-fragment experiencefragment section"> <div id="experience-fragment-2cffc5fa50" class="cmp-experiencefragment cmp-experiencefragment--enrollment-women-investors"><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-12-main-container" class="unity-form-container"> <div class="form__header"> <div class="header header--align-center "> <h3 class="header__heading headline--md ">Financial tips, resources (and inspiration) for women</h3> <div class="header__subheading"><p> </p> <p>Subscribe to our #WomenInvested newsletter and be the first to know when new articles, videos and other content are available.</p> </div> </div> </div> <div id="form-12-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-12-feRequiredMessageId" tabindex="-1" aria-hidden="true" class="required-message"></div> <div id="form-12-beGeneralMessageId" tabindex="-1" aria-hidden="true" aria-label="Something went wrong! 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