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Financial priorities are as diverse as the communities we serve

 

Explore what we’ve learned about different paths to pursuing success and what we’re doing to help you meet your goals.

What we learned

 

Unique needs, goals and challenges affect one’s attitude toward wealth. See what people from the diverse communities below shared.

 

Older Latina woman with middle age Latino man sharing lunch outside

The Hispanic-Latino community

Explore our new insights from the Hispanic-Latino community surrounding financial optimism, family, and the next generation.

What we’re doing
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Advancing opportunity

 

We’re committed to helping people in diverse communities reach financial goals. We are already taking action – the listening and learning never stop. Read more about how Bank of America and Merrill are advancing racial equality & economic opportunity.

Ready for a personalized plan based on your unique needs?

See what it’s like to work with a dedicated advisor
who makes your goals a priority.

Try Merrill Advisor Match, a more personalized way
to choose an advisor.

 

Or you can start with our contact form, and we’ll reach out to you.

Finding inspiration everywhere

 

The drive for change is a constant. We’re continuously learning from our clients, partners, employees and individuals around the world.

  • LGBTQ+ activist describes her journey to financial freedom

    Take a look
  • These achieving women offer career lessons for us all

  • Giving and racial equity: A starting point

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