Professional Advice & Guidance

Simplify your financial life.
Navigate a path toward your financial goals with personalized advice and guidance.
Introducing
Merrill Edge Roadmap®
It's a simple way to take control of your financial goals — with one-on-one advice and guidance
and a personalized action plan designed to keep up with life's changing needs.1
Here's how it works...
It all begins with an in-depth conversation with a licensed Merrill Edge Financial Solutions Advisor™ to help assess your financial situation and objectives.
Our investment professionals will work to help you
Define your goals, like investing and saving for retirement or funding a child's education
Review your portfolio allocation and define an action plan for your needs
Stay on track with customized progress reports and one-on-one portfolio reviews every 6 months
Get more with Merrill Edge®.
You'll enjoy personalized advice and guidance tailored to your unique needs, plus access to the investment insights of Merrill Lynch and the convenience of Bank of America banking.
Ready to get started?
Access a customized portfolio of diversified investments, including mutual funds, ETFs, stocks and bonds, carefully selected and based on #1 ranked BofA Merrill Lynch Global Research.2
Learn more about our Products & Services
Consider Merrill Edge Select® Portfolios, a selection of actively managed portfolios by Merrill Lynch professionals, available for a competitive 1% annual management fee.
Learn more about Merrill Edge Managed Solutions
See your complete financial picture with one log-in to view your Merrill Edge investment and Bank of America banking accounts.
Learn more about Investing & Banking
Schedule a complimentary consultation
1 Merrill Edge Roadmap participation requires a Merrill Edge Advisory CenterTM account.

2 Institutional Investor magazine announced BofA Merrill Lynch Global Research as the Top Global Research Firm for 2011, 2012 and 2013, based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. For more information about this award, go to www.institutionalinvestor.com/TopGlobalResearch2013.

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