- Financial Advisory Services
At Merrill Lynch, we believe that wealth isn’t just about the performance of your portfolio--it is about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business. Our advisors draw upon the investment insights of Merrill Lynch thought leaders and can offer access to Bank of America’s banking products and services to help unlock opportunities tailored to clients’ needs. Starting with your life priorities as a foundation, your Merrill Lynch advisor can recommend a wide variety of financial strategies to help you pursue your goals, assist in tracking progress and make adjustments along the way, putting you--not the market—at the center of all we do.