Own Your Financial Future
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.
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Breakthrough research
Our industry-wide study examined the way gender affects client service — so we can all better serve women investors.
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Dedicated advisors
Always striving to help investors meet their unique financial goals, our advisors are among the most recognized in the industry.
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Commitment to progress
We’re dedicated to improving women's experiences, continuing to take action to make the industry even more inclusive and welcoming for everyone.
Ready to meet your match?
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.
Resources to help you plan your future
Explore content and articles crafted to help you navigate your financial journey.
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The not-so-empty nest: How to help adult kids achieve financial liftoff
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.
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A step-by-step guide to building your portfolio
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.
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Thanks, Mom, for all the great financial advice!
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.
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Women told us: ‘We are confident investors’
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
Financial tips, resources (and inspiration) for women
Subscribe to our #WomenInvested newsletter and be the first to know when new articles, videos and other content are available.
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New to Merrill? Connect with a Merrill Advisor
Our investment insights provide a valuable complement to a tailored approach that revolves around you.
Choice of advisor does not guarantee future success. Investing involves risk.
