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Learn more about financial advisor careers with Merrill.","image":"https://ml.com/content/dam/ML/global/defaultSocialImage.png ","keywords":"merrill lynch careers,careers at merrill lynch,merrill careers,financial advisor career,wfid24348651"} </script><script type="application/ld+json">{"@context":"https://schema.org","@type":"VideoObject","name":"Merrill Careers: Become a Financial Advisor with Merrill","url":"https://players.brightcove.net/1786718357/default_default/index.html?videoId=6319556725112","description":"Join a generation of advisors looking to accelerate the growth of their businesses and abilities. Learn more about financial advisor careers with Merrill.","thumbnail":"https://cf-images.us-east-1.prod.boltdns.net/v1/static/1786718357/603ce7a8-836a-4b47-b1fb-01d6923b183b/a213e11e-e41d-4858-8814-b7993522ae59/1280x720/match/image.jpg","thumbnailUrl":"https://cf-images.us-east-1.prod.boltdns.net/v1/static/1786718357/603ce7a8-836a-4b47-b1fb-01d6923b183b/a213e11e-e41d-4858-8814-b7993522ae59/1280x720/match/image.jpg","transcript":"Disclosure: Please see important information at the end of this video. NARRATOR: What’s the difference between a financial advisor and a financial advisor at Merrill? NARRATOR: For starters—with the insights of Merrill plus all Bank of America has to offer—our Merrill financial advisors can build their own career paths. RAJ: There is no ceiling as far as the achievement level is concerned. You can set any goal for yourself. NARRATOR: They use the latest technology, digital tools and access to BofA global research. For more efficiency, more insight and more control. LISA: To have access to all manner of services and opportunities and using the technology available makes it much easier for me to deliver what I need to my clients. NARRATOR: Our advisors can see—and help deliver on—their client’s full financial picture. With investing from Merrill, and access to banking and lending from Bank of America. And connect at a personal level to help them reach their goals. BRANDON: You have this firm with vast resources and yet the client experience feels like a boutique. NARRATOR: They’re proud of who they are, they support each other, and they represent the communities we serve, on and off the clock. CHRIS: Diversity and inclusion and authenticity is really, really core to our business…But frankly, I'm also a better advisor because of it. NARRATOR: So, what’s the difference between an advisor and an advisor at Merrill? The power to achieve like no one else—for your clients and your career. We’re bullish on our people. 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Accelerate business growth at Merrill" title="Opportunity awaits. Accelerate business growth at Merrill" class="image__img "/> </picture> </div> </div> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h1 style="color: rgb(21,50,114);">Ready to take your advisory practice to the next level?</h1> <p style="padding-bottom: 15.0px;">Join one of the industry’s largest and most prestigious financial institutions. At Merrill, you are supported by a collaborative and diverse team of dedicated professionals in a high-tech, high-touch environment focused on helping you take your practice to the next level.</p> <p style="padding-bottom: 15.0px;"> </p> </div></div> <div class="text parbase section"> <div><p><b class="text-color-blue" style="font-size: 1.2em;">Why Merrill?</b></p> <p>Team up with an iconic brand that represents a 100+ year legacy of strength and industry leadership to clients across the globe.</p> <p> </p> </div> </div> <div class="aem-wrap--column-control section"> <div class="column-control column-control--50-50 " style="max-width: ;"> <div class="column-control__column"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <table style="margin-left: 15.0px;"> <tbody><tr style="padding: 10.0px 0;"><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/Merrill_symbol_rgb.png" alt="bull icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>An iconic brand with a trusted reputation</p> <p> </p> <p> </p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_consolidate2_blk.svg" alt="consolidate icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>Access to Merrill's wealth management platform and Bank of America's banking and trust capabilities</p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_invest2_blk.svg" alt="invest icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>Robust solutions for ultra-high-net-worth clients, including alternative investments and sustainable and impact investing strategies</p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_partnership2_blk.svg" alt="partnership icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>A client-focused and advisor-centric culture of collaboration</p> <p> </p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_success2_blk.svg" alt="success icon"/></td> <td style="padding: 8.0px;"><p>Access to highly supportive local, regional and national leadership committed to your growth</p> <p> </p> </td> </tr></tbody></table> <p> </p> </div></div> </div> <div class="column-control__column"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <table style="margin-left: 15.0px;"> <tbody><tr style="padding: 10.0px 0;"><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_bank2_blk.svg" alt="bank icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>Infrastructure that supports lead generation through Bank of America's global bank, trust division and strong market presence</p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_awards2_blk.svg" alt="award icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>BofA Global Research named one of the “Top Global Research Firm” by Institutional Investor<a href="#footnote-1" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 1" aria-label="footnote 1"><sup>1</sup></a></p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_digitalaccess2_280rgb.svg" alt="digital access icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;"><p>Suite of state-of-the-art, user-friendly tools and resources designed to streamline your practice</p> <p> </p> </td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;border-bottom: 1.0px solid rgb(1,33,105);vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_plan2_blk.svg" alt="checklist icon"/></td> <td style="border-bottom: 1.0px solid rgb(1,33,105);padding: 8.0px;">A client-first planning process, powered by Merrill exclusive planning technology and powerful analytics to visualize your finances.</td> </tr><tr><td style="padding: 7.0px;text-align: center;width: 10.0%;vertical-align: top;"><img src="/content/dam/ML/ml-career-bundle/icon/bofa_icon_team2_blk.svg" alt="team icon"/></td> <td style="padding: 8.0px;">The ability to join an existing team with other established advisors and mentors, including resources to support your transition to the firm</td> </tr></tbody></table> <p> </p> </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 cool-gray-5-bg" style=" "> <div class="background-container__wrapper " style="max-width:740px;"> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p style="text-align: center;"><span class="color-blue"><span style="font-weight: normal;"><span class="headline--sm">Merrill had the most advisors named to the Barron's "Top 100 Women Advisors" list (Published on June 16, 2023. Rankings based on data as of March 31, 2023.) for the 18th consecutive year (2006-2023).</span><a href="#footnote-4" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 4"><sup>4</sup></a></span></span></p> <p style="text-align: center;"> </p> </div></div> </div> </div> </section> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p> </p> <h2 style="color: rgb(21,50,114);"><span class="headline--md">Hear from Merrill advisors on how our firm supports their growth</span></h2> <p style="padding-bottom: 15.0px;">At Merrill, we invest in our advisors and offer opportunities for them to spend time with their peers and share ideas to grow together.</p> </div></div> <div class="aem-wrap--page-anchor section"> <a id="firmsupport" class="page-anchor" href="#firmsupport">Section</a> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div 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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":"ItemList","description":"No description","@context":"http://schema.org","itemListElement":[{"@type":"VideoObject","name":"Hear from our Black/African American advisors","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_4gs2qe40/version/100031","uploadDate":"2024-10-04T14:49:06Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_4gs2qe40/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_4gs2qe40/format/url/protocol/https","width":3840,"height":2160,"duration":"PT3M01S","transcript":"[Music playing in background throughout] [Merrill Bull logo throughout] [Merrill® a Bank of America Company logo] On screen disclosure: Please see important information at the end of this video. On screen copy: Merrill is committed to embracing diversity and empowering opportunity. [Interviews with several Advisors throughout] Elisabeth Dewailly: I am a financial advisor at Merrill Nedra Agnew: I’m a Senior Vice President Ryan Baker: Wealth Management Advisor Will Bryan: Senior Financial Advisor Ryan Baker: I’ve been with Merrill Myah Irick: three and a half years Pat Barksdale: For thirty years Aubrey W. Lee: Thirty-six years…Thirty-six years… Nedra Agnew: And I love being here. On screen copy: Patricia Barksdale On screen copy: Elisabeth Dewailly Elisabeth Dewailly: The community at Merrill is welcoming… On screen copy: Community Justin Lacey: Inclusive… Aubrey W. Lee: Collegial… Nedra Agnew: Strong. On screen copy: Myah Irick Myah Irick: The community is that we lift as we climb. Pat Barksdale: You know, my advocates have always supported me On screen copy: Will Bryan Will Bryan: I’ve been mentored by the senior leaders at this company in a way that I think is exceptional… On screen copy: Ryan Baker Ryan Baker: It’s the culture. It’s the people Myah Irick: As we’re building our own practice, we help others up along the way. On screen copy: Justin Lacey Justin Lacey: Financial advisors have to build a book of business from the ground up and a good amount of black advisors do not come from networks of wealth to be clients. Myah Irick: I was happy in the decision that I made to join Merrill because I understood what resources were available for someone who looked like me. On screen copy: Commitment Aubrey W. Lee: The commitment at Merrill is authentic… Patricia Barksdale: Top of the line… Justin Lacey: Merrill’s commitment is advancing advisors to their fullest potential. On screen copy: Nedra Agnew Nedra Agnew: It’s about doing. It’s what you do, not what you say. [Footage from Black African American Symposium] On screen copy: Black African American Symposium Justin Lacey: We have our amazing Black African American Symposium. On screen copy: D. Steve Boland Chief Administrative Officer Bank of America Steve Boland: This is what modern Merrill looks like. [Footage of audience clapping] On screen copy: Craig Young Mid-Atlantic Division Executive Merrill Wealth Management Craig Young: We talk about this room standing on the shoulders of giants, without ever realizing that you are a giant. On screen copy: Charlie Branch SVP, Resident Director Merrill Wealth Management Charlie Branch: You have support, you have resources, and you have opportunity. On screen copy: E. Marie Broussard Financial Advisor Merrill Wealth Management E. Marie Broussard: So make sure that you’re willing to give, as much as you are being given. Steve Boland: At Bank of America and at Merrill, we can do great for our clients, we can do great for our employees, we can do great for our communities. Justin Lacey: All of us come together and are able to collaborate and meet and stay connected. On screen copy: Aubrey Lee Aubrey W. Lee: It’s a feeling unlike any I’ve ever experienced… and I love it. On screen copy: Empowered Myah Irick: To be an advisor at Merrill, I feel incredibly empowered. I feel like I am building my own practice but part of something that’s also much bigger. Justin Lacey: Merrill has allowed me as a leader to be able to affect change and impact, drive diversity… Nedra Agnew: I feel as though I’m part of an organization that cares and they show that to me. Patricia Barksdale: To feel heard and understood today is extremely empowering. Aubrey W. Lee: My passion is to make sure that I pay that forward to the next generation. On Screen copy: Community Commitment Empowered Nedra Agnew: That’s why you should come here because there’s the future. 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: Featured Merrill Advisors Ryan Baker SVP, Senior Financial Advisor Elisabeth Dewailly VP, Financial Advisor Myah Moore Irick SVP, Private Wealth Manager - AGP Aubrey W. Lee SVP, Senior Consultant Justin Lacey SVP, Resident Director Wealth Management Advisor Nedra Agnew SVP, Wealth Management Advisor Will Bryan VP, Senior Financial Advisor Patricia Barksdale VP, Wealth Management Advisor On screen copy: Merrill is an Equal Opportunity Employer. On screen disclosures: Bank of America is committed to cultivating a diverse and inclusive workplace and focusing on partnerships that drive change and address critical challenges facing our communities. While our aspirational goal is to create a workforce that mirrors the communities and clients we serve, all employment-related decisions are made in a non-discriminatory manner regardless of background, demographics, culture, or any other core factor of difference. All eligible individuals regardless of background are encouraged to apply. Investing involves risk. 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 a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value ©2024 Bank of America Corporation. All rights reserved. 6978572 - 03/10/2026 [End of transcript]"},{"@type":"VideoObject","name":"Hear from our top advisors","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_81fwvi10/version/100021","uploadDate":"2024-05-24T16:47:50Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_81fwvi10/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_81fwvi10/format/url/protocol/https","width":1280,"height":720,"duration":"PT3M55S","transcript":"[Music in background throughout] Small print: See important information at the end of this video. LEO STEVENSON I want to talk about culture and the culture at Merrill, which is unlike anything else that I've ever seen in my life. It's the thousands of people that came before us and the thousands of people that are here with us today that make that culture. On screen copy: Leo Stevenson Sr. Resident Director Wyandotte, MN Graphics with text for intro Bull icon and “BULLISH ON MERRILL” title CHERYL SMITH The relationships I have, they go so far beyond just the office and just the people on my team, Right? It goes to management. It crosses geography. I feel like I have friends in every city. To be able to be together now, post-COVID is really, really powerful. On screen copy: Cheryl Smith Private Wealth Manager Palo Alto, CA STACEE CRITTENDEN When I am out there and a client tells me that, \"Stacee, you're my life advisor. I don't do anything without you.\" It gives me a feeling of satisfaction like no other. It makes me realize that I am at the right place doing the right thing. On screen copy: Stacee Bain Crittenden Senior Financial Advisor North Bethesda, MD RAJ BHATIA When I joined Merrill Lynch in 1981, this was one of the few firms that embraced diversity. And as a young immigrant, that was important to me. This is where I got my first opportunity. And the firm has ever since been very helpful in helping me to the point that where I am today. On screen copy: Raj Bhatia Private Wealth Advisor Naples, FL JEFF ERDMANN If I were starting today as a seasoned advisor or a rookie, my first choice would be to come to Merrill. And the reason is that we have an entrepreneurial spirit about us, where we, as advisors can create a very intimate experience for our families. And we also have the comfort and the resources of being connected to a global bank. On screen copy: Jeff Erdmann Private Wealth Advisor Greenwich, CT TODD SILAIKA Here you can do pretty much everything you want to do for the best client outcome. We have a full suite for banking lending, for debt services, full investment acumen, one of the best alternative investment platforms in the industry. But most importantly, we have a culture. On screen copy: Todd Silaika Wealth Management Advisor Clifton Park, NY NESTOR VICKNAIR When you have a complete package like we have at Merrill Lynch and Bank of America, we can then provide for a new advisor coming in to be able to have a much broader spectrum of clients that you can attract and retain because of just the broad aspects and the quality of what we do throughout the entire wealth management process, not just asset management. On screen copy: Nestor Vicknair Wealth Management Advisor Houston, TX MARY MULLIN We are really a very forward looking firm. We're always looking to where the puck is headed. But at the end of the day, it's the people, it's the connectivity, it's the collaborative culture. On screen copy: Mary Mullin Wealth Management Advisor Boston, MA ROD WESTMORELAND I think about being part of that thundering herd and knowing that I'm on the best team possible in the world working for the best company. I look at the friends I've built over the years and the clients and everything. I'm proud and feel fortunate to be part of that herd. On screen copy: Rod Westmoreland Private Wealth Advisor Atlanta, GA ANTHONY SHROPSHIRE This is a great place. I’m not saying this because like I’m on video. I love working here. I think Merrill Lynch changed my life. I get very emotional when I tap into it – thinking about it like this is an unbelievable place. On screen copy: Anthony Shropshire Wealth Management Advisor New York, NY KENT PEARCE It's about winning. It's about being a part of a winning culture. It's about feeling needed and wanted and contributing and getting over the goal line together as a team. On screen copy: Kent Pearce Senior Financial Advisor Towson, MD MISSY SPICKLER Merrill built the house we all live in. But it's the people who built the home. Anybody can build a house, but you can't create a culture without the people, the caring, the sharing, the mentorship, working with other people, making sure other people come first. I think after you're here a while, it changes your life. On screen copy: Missy Spickler Wealth Management Advisor Bloomfield Hills, MI Graphics with text for outro Bull icon and “BULLISH ON MERRILL” title On screen disclosures: Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. Investing involves risk. 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 advisor, Member SIPC and a 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 BofA Corp. Investment products: Are not FDIC Insured Are not Bank Guaranteed May Lose Value Copyright Bank of America Corporation. All rights reserved. MAP6637274. [End of transcript]"},{"@type":"VideoObject","name":"Hear from our advisors","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_euejb1jh/version/100031","uploadDate":"2024-10-11T15:49:34Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_euejb1jh/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_euejb1jh/format/url/protocol/https","width":1920,"height":1080,"duration":"PT1M38S","transcript":"[Music playing in background throughout] [Different shots of advisor interviews throughout] [Merrill® Bull logo and Bank of America® logo throughout] Elvyn Sanchez: I am the best version of myself at Merrill. On screen copy: Merrill is committed to embracing diversity and empowering opportunity. On screen disclosure: Please see important information at the end of this video. Lee Ann Coburn: The community at Merrill is collaborative. On screen disclosure: All interviewees are Financial Advisors at Merrill. Justin Lacey: Inclusive. Stephen Tosha: Embracing. Carlos Prince: Togetherness. Victor Aviles: It’s a team. Sammie Kothari Peng: Genuine. Nedra Agnew: Strong. Roxana Corla: It makes me feel wanted, it makes me feel respected. Sammie Kothari Peng: You feel it when you walk in, each and every day. Myah Irick: I was happy in the decision that I made to join Merrill because I understood what resources were available for someone who looked like me. [Footage of advisors at symposium events] Robert Epstein: Integrity in the military is very important. My values align with the values of Merrill. Alan Nakamura: Merrill’s commitment includes everybody. Stephen Tosha: I think we are who are, because of our diversity. Courtney Leigh Hardin: It’s very important to accept and be accepted. And that’s how I feel at Merrill. Roxana Corla: At Merrill, I feel empowered to craft my success. Lisa Seigel: To thrive. Will Bryan: To be the best version of myself. Nedra Agnew: To be all that I am, and all I can be. Carlos Prince: Merrill has created an environment that allows us to prosper… On screen copy: #womeninvested regardless of gender, race, or religion. [Interviewees smiling to camera] It’s in the fabric of everything that we do. Every single day. Roxana Corla: This is where I belong. 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: Featured Merrill Advisors in order of appearance Elvyn M. Sanchez Resident Director Senior Financial Advisor Lee Ann Coburn Managing Director Wealth Management Advisor Justin Lacey SVP, Resident Director Wealth Management Advisor Stephen Tosha Managing Director Senior Financial Advisor Carlos A. Prince Vice President Senior Financial Advisor Victor H. Aviles Senior VP Wealth Management Advisor Sammie Kothari Peng Senior VP Wealth Management Advisor Nedra Agnew Senior VP Wealth Management Advisor Roxana Corla Senior VP International Wealth Advisor Myah Moore Irick Senior VP Private Wealth Manager - AGP Robert Epstein Senior VP Wealth Management Advisor Alan Nakamura Managing Director Wealth Management Advisor Courtney Leigh Hardin Financial Advisor Lisa Mariela Seigel Senior VP International Wealth Advisor Will Bryan VP, Senior Financial Advisor On screen copy: Merrill is an Equal Opportunity Employer. On screen disclosures: Bank of America is committed to cultivating a diverse and inclusive workplace and focusing on partnerships that drive change and address critical challenges facing our communities. While our aspirational goal is to create a workforce that mirrors the communities and clients we serve, all employment-related decisions are made in a non-discriminatory manner regardless of background, demographics, culture, or any other core factor of difference. All eligible individuals regardless of background are encouraged to apply. Investing involves risk. 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 a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value ©2024 Bank of America Corporation. All rights reserved. 6767193 [End of transcript]"},{"@type":"VideoObject","name":"Hear from our Women advisors","description":"Old AR: 2844458 | 3389724 | 4018598 |  5078254 | 6101994","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_fg80423r/version/100111","uploadDate":"2024-05-21T08:57:40Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_fg80423r/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_fg80423r/format/url/protocol/https","width":3840,"height":2160,"duration":"PT2M59S","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 throughout] Alyssa Moeder: I’m a Private Wealth Advisor at Merrill Lee Ann Coburn: I’m a Financial Advisor Judith Lee: Wealth Management Advisor Lee Ann Coburn: I’ve been at Merrill Myah Irick: for three and a half years Roxana Corla: Eighteen years Mary Jo Harper: Thirty-five years On screen copy: Mary Mullin Mary Mullin: I’ve been with Merrill for forty-two years On screen copy: Corina Davis Corina Davis: I stay because I continue to be challenged, I continue to be supported… I love what I do. [Different shots of advisors pre-interview throughout] On screen copy: Mary Jo Harper On screen copy: Judith Lee On screen copy: Lee Ann Coburn Lee Ann Coburn: The community at Merrill is collaborative On screen copy: Community Judith Lee: We encourage each other, we support each other On screen copy: Roxana Corla Roxana Corla: It makes me feel wanted, it makes me feel respected. On screen copy: Myah Irick Myah Irick: The first day that I came to Merrill… my inbox was flooded with emails welcoming me, and asking me “how can we help you?” On screen copy: Lindsay Hans President & Co-Head Merrill Wealth Management Lindsay Hans: Culture is a feel, and culture is the product of the people. On screen copy: Alyssa Moeder Alyssa Moeder: One of the ways we’ve helped women expand their networks is by founding the Women’s Exchange. Judith Lee: The Women’s Exchange has 7,000 members. [Footage from Women’s Exchange meeting] On screen copy: Women’s Exchange Mary Jo Harper: It’s an incredible peer to peer learning opportunity, sharing really good ideas amongst each other. On screen copy: Toni Peterson Las Vegas Market Executive Merrill Wealth Management Toni Peterson: I think about the Women’s Exchange and what it represents to all of us, and it’s the family, it’s the having each other’s back. On screen copy: Stephanie Smith Christiano SVP, Resident Director Merrill Wealth Management Stephanie Smith Christiano: Incredible conversations have occurred, incredible ideas have been shared today. Let’s tell our story, let’s share the excitement and the passion. [Women clapping] On screen copy: Commitment Lee Ann Coburn: Merrill has a huge commitment to women from the top down. Alyssa Moeder: When I look around at an event like the Women’s Symposium… it makes me feel really proud. On screen copy: #womeninvested [Footage from the Women’s Symposium] On screen copy: Women’s Symposium Jen Auerbach: This is an incredible community. On screen copy: Deborah Shepherd Texas South Division Executive Merrill Wealth Management Deborah Shepard: Use this an opportunity for all of us to be really and truly connected. On screen copy: Jen Auerbach Strategic Growth and Client Development Executive Merrill Wealth Management Jen Auerbach: When you go home you leave with an even richer network of women. [Audience clapping] Judith Lee: It’s really powerful when women get together. Lindsay Hans: I look in the audience, across a sea of faces. I see women who have built incredibly successful careers at Merrill. Lee Ann Coburn: Having access to Bank of America’s services has created depth and breadth for my practice, and for my clients. On screen copy: Eric Schimpf President & Co-Head Merrill Wealth Management Eric Schimpf: It is clear to us that clients want to do everything in one place. On screen copy: Courtney Moore Private Wealth Advisor Merrill Wealth Management Courtney Moore: Let’s talk to them about all the other resources we have. On screen copy: Empowered Mary Mullin: I feel very empowered at Merrill, and I really believe it comes from the top. Mary Jo Harper: I’m empowered to excel. Judith Lee: I have been able to create a practice that’s akin to me being a CEO of my own company. Alyssa Moeder: I think Merrill is the best place to be a financial advisor. Judith Lee: Merrill is an awesome place to work. Roxana Corla: This is where I belong. Mary Mullin: It’s a great place to run a business. And it’s a great place for a woman to run a business. On screen copy: Community Commitment Empowered [Group photo of Merrill’s women advisors] [Interviewees smiling to camera] 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: Featured Merrill Advisors Lee Ann Coburn Managing Director Wealth Management Advisor Mary Jo Harper Senior VP Wealth Management Advisor Myah Moore Irick SVP, Private Wealth Manager- AGP Judith Lee Senior VP Wealth Management Advisor Alyssa Moeder Managing Director Private Wealth Advisor Mary Mullin Managing Director Wealth Management Advisor Roxana Corla Senior VP International Wealth Advisor Corina Davis Managing Director Wealth Management Advisor On screen copy: Merrill is an Equal Opportunity Employer. On screen disclosures: Bank of America is committed to cultivating a diverse and inclusive workplace and focusing on partnerships that drive change and address critical challenges facing our communities. While our aspirational goal is to create a workforce that mirrors the communities and clients we serve, all employment-related decisions are made in a non-discriminatory manner regardless of background, demographics, culture, or any other core factor of difference. All eligible individuals regardless of background are encouraged to apply. Investing involves risk. 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 a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value © 2024 Bank of America Corporation. All rights reserved. 6414071 - 08/20/2025 [End of transcript]"},{"@type":"VideoObject","name":"Hear from our HispanicLatino advisors","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_xnuymonh/version/100011","uploadDate":"2024-05-03T15:32:04Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_xnuymonh/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_xnuymonh/format/url/protocol/https","width":3840,"height":2160,"duration":"PT2M37S","transcript":"[Music playing in background throughout] [Different shots of advisor interviews throughout] [Merrill® A Bank of America Company logo, Merrill® Bull logo and Bank of America® logo throughout] On screen disclosure: Please see important information at the end of this video. Roxana Corla: I’m an international wealth advisor. Elvyn Sanchez: Senior financial advisor. Alvaro Gonzalez: International wealth management advisor. Noreen Gillen: And I’ve been at Merrill Carlos Prince: For two years Elvyn Sanchez: Eleven years Victor Aviles: Thirty-five years Roxana Corla: I am a first-generation immigrant. Lisa Seigel: Born and raised in Chilé. Noreen Gillen: My mom’s from Acapulco, Mexico. Carlos Prince: My mom is a proud Colombiana. Elvyn Sanchez: I am the best version of myself at Merrill. On screen copy: Community Noreen Gillen: The community at Merrill is familia. Carlos Prince: Togetherness Roxana Corla: Collaborative. Victor Aviles: It’s a team. Alvaro Gonzalez: We rise by lifting others. On screen copy: Lisa Seigel Lisa Seigel: Merrill provides a tremendous amount of support for Hispanic-Latino advisors. On screen copy: Roxana Corla Roxana Corla: It’s a very strong, confident support and commitment that we get on a daily basis. On screen copy: Noreen Gillen Noreen Gillen: We are a family, we’re relationship based, and we’re here to make a difference in this industry. Carlos Prince: Merrill’s commitment is unwavering. On screen copy: Commitment Elvyn Sanchez: Inspiring. Roxana Corla: Clear. Lisa Seigel: Essential. Alvaro Gonzalez: Merrill’s commitment is sincero. Noreen Gillen: As Merrill understands the changing of the demographics of this country, it’s making sure that we are represented in every way. Lisa Seigel: When I come to the Hispanic-Latino Symposium, I see all of my colleagues happy to be a part of this family. [Footage from Hispanic-Latino Symposium] On screen copy: Hispanic-Latino Symposium On screen copy: Ken Correa Managing Director, Head of Business and Client Development Merrill Wealth Management Ken Correa: It’s a very exciting time to be Hispanic, Latino, Latina. Especially at Merrill. Theresa Schnetz: Merrill is literally an overflowing treasure chest of resources for you as financial advisors. On screen copy: Theresa Schnetz Director, Market Executive Merrill Wealth Management On screen copy: Alvaro Galvis Pineda Senior Vice President, Wealth Management Advisor Merrill Wealth Management Alvaro Galvis Pineda: We are the growing force of this country. On screen copy: Lindsay Hans President & Co-Head Merrill Wealth Management Lindsay Hans: We are gonna stay committed to training the next generation of advisors. On screen copy: Carlos Prince Carlos Prince: It’s very very comforting to see not just Latinos doing well, but Latinos in senior leadership roles. On screen copy: Empowered Noreen Gillen: I feel very empowered at Merrill. Roxana Corla: Empowered to build my own team. Lisa Seigel: To thrive as a financial advisor. Roxana Corla: And empowered to craft my success. On screen copy: Elvyn Sanchez Elvyn Sanchez: When you join Merrill, you join a culture of family and leadership. On screen copy: Victor Aviles Victor Aviles: Merrill gives you a big sense of pride. On screen copy: Alvaro Gonzalez Alvaro Gonzalez: Some people go to work, I go to have an opportunity to help others fulfill their dreams. Carlos Prince: Merrill has created an environment for me, and for many others… On screen copy: Community Commitment Empowered that allows us to prosper regardless of gender, race, or religion. [Advisors smiling to camera] It’s in the fabric of everything that we do, every single day. 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: Featured Merrill Advisors Noreen Gillen Vice President Wealth Management Advisor Roxana Corla Senior VP International Wealth Advisor Lisa Mariela Seigel Senior VP International Wealth Advisor Elvyn M. Sanchez Resident Director Senior Financial Advisor Carlos A. Prince Vice President Financial Advisor Victor H. Aviles Senior VP Wealth Management Advisor Alvaro Gonzalez Managing Director International Wealth Advisor On screen copy: Merrill is an Equal Opportunity Employer. On screen disclosures: Bank of America is committed to cultivating a diverse and inclusive workplace and focusing on partnerships that drive change and address critical challenges facing our communities. While our aspirational goal is to create a workforce that mirrors the communities and clients we serve, all employment-related decisions are made in a non-discriminatory manner regardless of background, demographics, culture, or any other core factor of difference. All eligible individuals regardless of background are encouraged to apply. Investing involves risk. 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 a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value ©2024 Bank of America Corporation. All rights reserved. [End of Transcript]"}]}</script> </uc-media> </div> </div> </div> </section> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <h2 style="color: rgb(21,50,114);"><span class="headline--md">Hear why these top advisors joined Merrill and never looked back</span></h2> <p>These top advisors chose Merrill to take their practice to the next level. They wanted to achieve more – more for their clients; more for their careers; and more for their business.</p> <p> </p> </div></div> <div class="aem-wrap--page-anchor section"> <a id="toddsilaika" class="page-anchor" href="#toddsilaika">Section</a> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small-bottom transparent-bg" style=" "> <div class="background-container__wrapper " style="max-width:770px;"> <div class="aem-wrap--media-kaltura section"> <uc-media version="media_3.10.2-WEALTHV5" class="uc-component uc-media" data-action="unityMedia" buttonAnimation="true" buttonPosition="center" entryId="1_eva1u6d5" infiniteCarousel="false" isAudio="false" isAuthorMode="false" isPlaylist="false" isVertical="false" partnerId="4699762" playerId="51133253" playlistAutoContinue="false" playlistFilter="true" playlistTheme="blue" 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transcriptText='[{"id":"1_eva1u6d5","transcript":"%3Cp%3E%3Cstrong%3EWhy%20consider%20Merrill%3F%20With%20Todd%20Silaika%20Merrill%20Wealth%20Management%20Advisor%20%E2%80%8B%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3EPlease%20read%20important%20information%20at%20the%20end%20of%20this%20program.%E2%80%8B%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3ETODD%20SILAIKA%3A%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3ESo%20I%20started%20in%20%5BPH%5D%20ACO%20in%201996%20answering%20telephones%20and%20ultimately%20becoming%20a%20Financial%20Planner.%20And%20built%20a%20practice%20there%20working%20with%20high%20network%20retail%20clients.%20ACO%20was%20acquired%20by%20a%20major%20firm%20in%202003%2C%20and%20when%20we%20looked%20at%20the%20planning%20process%20coupled%20with%20the%20investment%20acumen%20our%20team%20felt%20we%20needed%20more%20on%20the%20investment%20side.%20So%20we%20began%20a%20search%20to%20look%20around%20and%20in%202006%20after%20exhaustive%20due%20diligence%2C%20we%20joined%20the%20thundering%20herd.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EWhen%20we%20joined%20Merrill%20Lynch%20we%20were%20a%20team%20of%20five.%20Three%20advisors%2C%20two%20CA%27s%2C%20managing%20around%20%24400%20million%20dollars%20in%20assets.%20%26nbsp%3BWe%27re%20now%20a%20team%20of%2013%20with%20nearly%20two%20billion%20dollars%2C%20five%20advisors%2C%20three%20IA%27s%20and%20five%20CA%27s.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EThe%20reason%20we%20joined%20Merrill%20can%20be%20centered%20on%20four%20principles.%20They%20all%20happen%20to%20start%20with%20the%20letter%20P.%20You%20start%20with%20a%20Purpose.%20The%20purpose%20of%20the%20firm%20was%2C%20the%20client%27s%20always%20first.%20We%20then%20look%20at%20the%20Process.%20How%20do%20we%20transition%20a%20business%20and%20then%20how%20do%20we%20grow%20a%20business%3F%20We%20really%20wanted%20to%20partner%20with%20a%20firm%20that%20has%20top%20notch%20processes.%20Third%20we%20needed%20a%20Platform.%20And%20Merrill%20has%20an%20unbelievable%20platform.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EWe%20felt%20the%20analogy%20we%20would%20use%20is%20like%20its%20driving%20a%20bicycle%20to%20work%20and%20then%20one%20day%20somebody%20gives%20you%20the%20car%20keys.%20And%20we%20had%20this%20incredible%20platform%20where%20we%20could%20do%20everything%20from%20banking%20and%20lending%20and%20credit%20cards%20on%20top%20of%20all%20of%20the%20investment%20vehicles.%20Top%20notch%20alternative%20investments%20which%20is%20core%20part%20of%20our%20process.%20Then%20finally%20and%20probably%20the%20most%20importantly%20is%20the%20people.%20Leadership%20cares.%3C%2Fp%3E%0D%0A%3Cp%3E%3Cstrong%3E%3Cu%3EGRAPHIC%3A%20Merrill%20leadership%3C%2Fu%3E%3C%2Fstrong%3E%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EI%20remember%20my%20first%20meeting%20at%20Merrill%20Lynch.%20The%20market%20exec%20thanked%20everyone%20in%20the%20room%20for%20taking%20time%20out%20of%20their%20day%20to%20listen%20to%20his%20presentation.%20And%20we%20all%20left%20and%20thought%20have%20we%20joined%20either%20the%20greatest%20firm%20ever%20or%20are%20we%20living%20in%20an%20upside%20down%20world%3F%20Here%20it%20truly%20is%20a%20partnership.%20Leadership%20and%20I%20know%20many%20of%20them%20at%20the%20firm%2C%20wake%20up%20every%20day%20with%20the%20same%20mission.%20How%20do%20we%20help%20our%20advisors%20to%20become%20better%3F%20How%20do%20we%20help%20our%20advisors%20grow%3F%20How%20do%20we%20knock%20down%20barriers%20so%20it%27s%20easier%20to%20do%20business%3F%20That%27s%20the%20mentality%20they%20start%20every%20day%20with%2C%20and%20it%27s%20pervasive%20throughout%20the%20firm.%20So%20our%20partnership%20with%20our%20leaders%20is%20as%20good%20as%20it%20could%20ever%20be.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EAnd%20at%20Merrill%20when%20we%20win%20we%20win%20collectively%20together.%20You%27re%20not%20on%20an%20island%20here.%20You%20have%20unbelievable%20resources%20and%20other%20advisors%20that%20will%20literally%20drop%20what%20they%20are%20doing%20to%20share%20their%20best%20ideas%20with%20you%20if%20you%20are%20facing%20a%20challenge.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp%3B%3C%2Fp%3E%0D%0A%3Cp%3EThere%20is%20competitive%20juices%20flowing%20of%20course%20throughout%20the%20firm%20but%20there%27s%20also%20this%20culture%20of%20caring%20and%20sharing.%20An%20example%2C%20at%20Merrill%20Lynch%20we%20have%20something%20called%20the%20Advisor%20Growth%20Network.%20More%20than%2050%20national%20members%20and%20600%20local%20members.%20The%20goal%20of%20the%20Advisor%20Growth%20Network%20is%20to%20take%20the%20best%20practices%20of%20some%20of%20the%20top%20tier%20advisors%20in%20the%20industry%20and%20open%20that%20playbook%20and%20share%20it%20with%20everyone.%20I%27ve%20never%20seen%20this%20at%20another%20firm%20and%20it%20is%20incredible.%3C%2Fp%3E%0D%0A%3Cp%3E%26nbsp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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_eva1u6d5_Todd Silaika"> <div id="playlist-1" 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":"Todd Silaika","description":"No description","thumbnailUrl":"https://cfvod.kaltura.com/p/4699762/sp/469976200/thumbnail/entry_id/1_eva1u6d5/version/100081","uploadDate":"2024-10-02T21:15:21Z","contentUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_eva1u6d5/format/url/protocol/https","embedUrl":"https://cdnapisec.kaltura.com/p/4699762/sp/469976200/playManifest/entryId/1_eva1u6d5/format/url/protocol/https","width":1280,"height":720,"duration":"PT6M36S","transcript":"Why consider Merrill? With Todd Silaika Merrill Wealth Management Advisor Please read important information at the end of this program. TODD SILAIKA: So I started in [PH] ACO in 1996 answering telephones and ultimately becoming a Financial Planner. And built a practice there working with high network retail clients. ACO was acquired by a major firm in 2003, and when we looked at the planning process coupled with the investment acumen our team felt we needed more on the investment side. So we began a search to look around and in 2006 after exhaustive due diligence, we joined the thundering herd. When we joined Merrill Lynch we were a team of five. Three advisors, two CA's, managing around $400 million dollars in assets. We're now a team of 13 with nearly two billion dollars, five advisors, three IA's and five CA's. The reason we joined Merrill can be centered on four principles. They all happen to start with the letter P. You start with a Purpose. The purpose of the firm was, the client's always first. We then look at the Process. How do we transition a business and then how do we grow a business? We really wanted to partner with a firm that has top notch processes. Third we needed a Platform. And Merrill has an unbelievable platform. We felt the analogy we would use is like its driving a bicycle to work and then one day somebody gives you the car keys. And we had this incredible platform where we could do everything from banking and lending and credit cards on top of all of the investment vehicles. Top notch alternative investments which is core part of our process. Then finally and probably the most importantly is the people. Leadership cares. GRAPHIC: Merrill leadership I remember my first meeting at Merrill Lynch. The market exec thanked everyone in the room for taking time out of their day to listen to his presentation. And we all left and thought have we joined either the greatest firm ever or are we living in an upside down world? Here it truly is a partnership. Leadership and I know many of them at the firm, wake up every day with the same mission. How do we help our advisors to become better? How do we help our advisors grow? How do we knock down barriers so it's easier to do business? That's the mentality they start every day with, and it's pervasive throughout the firm. So our partnership with our leaders is as good as it could ever be. And at Merrill when we win we win collectively together. You're not on an island here. You have unbelievable resources and other advisors that will literally drop what they are doing to share their best ideas with you if you are facing a challenge. There is competitive juices flowing of course throughout the firm but there's also this culture of caring and sharing. An example, at Merrill Lynch we have something called the Advisor Growth Network. More than 50 national members and 600 local members. The goal of the Advisor Growth Network is to take the best practices of some of the top tier advisors in the industry and open that playbook and share it with everyone. I've never seen this at another firm and it is incredible. GRAPHIC: Being part of Bank of America Corp. Being owned by Bank of America Corp, gives us access to the entire suite of bank products, including lending, trust, credit cards, operating accounts the entire suite is now available to our Merrill Lynch clients and it's wonderful, We had part of the equation solved at Merrill Lynch especially the investment platform. What we didn't have solved, was the full suite of Financial Services. Those that embrace it, grow much faster, and have higher client retention, and happier clients. GRAPHIC: What does the Bull mean? Merrill and the bull are iconic symbols in the U.S. What it means to our clients first and foremost is trust. This firm puts clients first. This firm leads the charge on being a fiduciary for your client. What does that mean, it means always put the client first. Our clients all know Merrill Lynch. Our prospective clients all know Merrill Lynch. They know that they’re are getting all of the capabilities that the firm can deliver. And they know there are processes behind the scenes which are in place to protect them. So we promote the bull because the bull promotes our growth. Personally the bull means a career which has been incredible. It's a career where I can go home, look at my kids, look at my wife, and know I did the right thing every day and I have a firm that supports me in doing the right thing every day. So the bull to me speaks much louder than an iconic brand, it's right here. I carry it right here because it exemplifies what we’re trying to do as a firm, bring Wall Street to Main Street. Bring planning to people. Set goals, create outcomes and be a trusted advisor for our clients and that is what the bull represents. GRAPHIC: Why consider Merrill? Why would a seasoned advisory team consider Merrill? It is a true one stop shop and it's a one stop shop where you have an alignment between leadership and the FA's. And that's something that's missing at most firms. Here leadership and the FAs have the same goal. Grow the practice, do right by your client every day and create the best outcomes. And when you work at a company that feels the same as you do on the inside, it motivates you every day to get up and go. We can talk all day about the great platform we have at Merrill and about our research, but ultimately it's the culture of the firm which is symbiotic. We work together to create the best outcomes for our clients and that's why we are here. END Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. This information should not be construed as investment advice. It is presented for information purposes only and is not intended to be either a specific offer by a Merrill or Bank of America entity to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available. Opinions are those of the presenter and subject to change. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. 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 advisor, Member SIPC and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value © 2022 Bank of America Corporation. All rights reserved. 7068968 09/25/2024","@context":"http://schema.org"}</script> </uc-media> </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-bottom transparent-bg" style=" "> <div class="background-container__wrapper "> <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 "> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p><span class="color-white"><span class="headline--sm">“Diversity and inclusion and authenticity is really, really core to our business... But frankly, I'm also a better advisor because of it.”</span></span><br/> </p> <p> </p> <p><span class="headline--xsm"><span class="color-white">— Chris Jay, Wealth Management Advisor</span></span></p> </div></div> </div> </div> </section> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p> </p> <h3 style="font-size: 1.2em;"><b>Diversity enriches our culture</b></h3> <p>We believe inclusion drives diversity; not the other way around. We continually invest in an engaged workforce, where all teammates feel included. Our Employee Network Chapters and Diversity Leadership Councils continue to grow and help positively shape our business:</p> <ul style="padding-left: 10.0px;"> <li style="list-style-position: outside;padding: 10.0px 0;">360+ Employee Network Chapters<a href="#footnote-3" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 3"><sup>3</sup></a></li> <li style="list-style-position: outside;padding-bottom: 10.0px;">110,000+ employees involved in Employee Networks<a href="#footnote-3" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 3"><sup>3</sup></a></li> <li style="list-style-position: outside;">10 distinct Diversity Leadership Councils<a href="#footnote-3" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 3"><sup>3</sup></a></li> </ul> </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 transparent-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--column-control section"> <div class="column-control column-control--50-50 " style="max-width: ;"> <div class="column-control__column"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_1012399107 { margin-top: 0px; margin-bottom: 0px; margin-left: 0px; margin-right: 10px; } } </style> <div id="positioning_container_1012399107" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small cool-gray-5-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p style="text-align: center;"><span class="color-blue"><span class="headline--sm">Recognized more than any other firm, Merrill had 383 advisors named to the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list (Published on August 8, 2023. Rankings based on data as of March 31, 2023.)<a href="#footnote-2" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 2" aria-label="footnote 2"><sup>2</sup></a></span></span></p> </div></div> </div> </div> </section> </div> </div> </div></div> </div> <div class="column-control__column"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_477544327 { margin-top: 0px; margin-bottom: 0px; margin-left: 10px; margin-right: 0px; } } </style> <div id="positioning_container_477544327" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small cool-gray-5-bg" style=" "> <div class="background-container__wrapper "> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p style="text-align: center;"><span class="color-blue"><span class="headline--sm">Recognized more than any other firm, we are proud of the 1,820 advisors named to Forbes 2023 "America's Top Wealth Advisors Best-in-State" list. (Published on April 4, 2023. Rankings based on data as of June 30, 2022.)<a href="#footnote-5" style="text-decoration: none;color: rgb(0,0,238);" title="footnote 5" aria-label="footnote 5"><sup>5</sup></a></span></span></p> </div></div> </div> </div> </section> </div> </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 transparent-bg" style=" "> <div class="background-container__wrapper " style="max-width:740px;"> <div class="find-advisor section"> <div class="find-advisor js-find-advisor " data-cmp="findAdvisor"> <div class="find-advisor__header white-bg"> <div class="find-advisor__header-content"> <h2 class="find-advisor__header-title black-color"></h2> <div class="find-advisor__header-description"> </div> <div class="find-advisor__header-description-in-context ">Loading...</div> <div class="find-advisor__body"> <div class="find-advisor__body-box"> <h3 class="find-advisor__col-label black-color">Interested in exploring other roles<br/>at Merrill or Bank of America?</h3> <div id="image_843385923" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button-outline button dark-blue-cta " href="https://careers.bankofamerica.com/en-us" target="_blank" role="button" style=" " aria-label="Merrill and Bank of America<br>Careers" data-bactmln="Tile-CTA-_-merrill-and-bank-of-america-br-careers-_-https-careers-bankofamerica-com-en-us"> Merrill and Bank of America<br/>Careers </a> </div> </div> </div> <div class="find-advisor__context"> <div class="find-advisor__context-box"> <h3 class="find-advisor__col-label black-color">Phone</h3> <a href="#" class="find-advisor__context__phone ">Loading...</a> </div> <div class="find-advisor__context-box"> <h3 class="find-advisor__col-label black-color">Email</h3> <a href="#" class="find-advisor__context__email ">Loading...</a> </div> <div class="find-advisor__context-cta cta"> <a class="find-advisor__context__profile t-track-teaser-cta cta__anchor button red-cta cta__anchor--button-outline" title="View your advisor" href="#" target="_self" role="button" aria-label="View your advisor" data-bactmln="Tile-CTA-_-view-your-advisor"> View your advisor </a> </div> </div> </div> </div> </div> </div> </div> </div> </section> </div> <div class="aem-wrap--text section"> <div class="text js-rte-tagging" data-cmp="enhancedText"> <p><sub><sup><a id="footnote-1"></a>1</sup> Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.</sub></p> <p><sub> </sub></p> <p><sub><sup><a id="footnote-2"></a>2</sup> Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p><sub> </sub></p> <p><sub><sup><a id="footnote-3"></a>3</sup> 2023 Bank of America Annual Report.</sub></p> <p><sub> </sub></p> <p><sub><sup><a id="footnote-4"></a>4</sup> 2023 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents, among other data points. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.</sub></p> <p><sub> </sub></p> <p><sub><sup><a id="footnote-5"></a>5</sup> 2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub></p> <p> </p> <p><sub>Alternative investments are intended for qualified investors only. 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