Whatever your life priorities and investment goals, a licensed Merrill Edge Financial Solutions Advisor™ can help you answer your most important investing questions, create an investment action plan that works for you and recommend an investment portfolio to help you get on track and stay on track.
Find a Financial Solutions Advisor at more than 2,000 select Bank of America® financial centers
The Merrill Edge Roadmap®
Work one-on-one with a Merrill Edge Financial Solutions Advisor to create a Merrill Edge Roadmap, a personalized action plan tailored to your investing needs.1
What matters to you most?
A Financial Solutions Advisor will discuss your life priorities and investing goals to gain a better understanding of what matters most to you.
Receive a personalized action plan
Your action plan provides an investment strategy to pursue your investing goals while building a balanced portfolio aligned to your risk tolerance, liquidity needs and investment time horizon.
Choose the right investments
We'll recommend a professionally managed portfolio aligned to your goals. Merrill Edge Select® Portfolios are built, managed and rebalanced by a team of Merrill Lynch investment professionals.
Get on track, stay on track
View your progress anytime, online with your own personalized dashboard. You'll also receive customized progress reports and can reach out and meet with a Financial Solutions Advisor at any time to discuss changing needs.
Let's discuss your financial future
Or call us 24/7 at 888.637.3343
Have specialized wealth management needs?
Work with a Merrill Lynch Financial Advisor or a team of U.S. Trust wealth management specialists
to help grow, preserve and manage your wealth.