Simplify your financial life.
Navigate a path toward your financial goals with personalized advice and guidance.
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.
Contact us in a way that works for you:
24 hours a day, 7 days a week.