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.
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.
-
Going beyond the gold
Two former elite athletes discuss the importance of preparing their children financially for life after sports.
-
Merrill advisors recognized on the latest Barron’s top advisor list
We are bullish on the 22 Merrill advisors named to the 2024 Barron’s ‘Top 100 Women Financial Advisors’ list! Explore more of our latest awards.
-
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.
-
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.
Explore more from BofA
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.