Where professional advice meets personal goals.
The Merrill Edge Advisory Center™ has a team of Merrill Edge Financial Solutions Advisors ready to help you set goals, develop strategies and define specific action steps to help you stay on track. Call for help with:
- Complimentary, goal-based analyses including illustrated summaries and written reports to help you keep your financial strategy on course.
- A customized financial strategy based in mutual funds, which may include other investments and Bank of America banking solutions.
- Proactive assistance to help keep you on track including complimentary Advice-Alerts® service for automated monitoring of your portfolio.
- Online access to the intellectual capital of Merrill Lynch, including BofA Merrill Lynch Global Research and insights you can discuss with a Financial Solutions Advisor to help drive your investment strategy.
- Clear and transparent pricing and special offers for qualifying clients.
- Actively managed solutions from Merrill Lynch designed to match your investment goals, time horizon and risk tolerance.
- Access to dynamic investing and banking capabilities at merrilledge.com. And coming soon, you’ll be able to create a single, comprehensive view of your Merrill Edge and Bank of America accounts.