Work with an Advisor

One-on-one advice

A licensed Merrill Edge Financial Solutions Advisor can provide you with one-on-one advice, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.
Or call us 24/7 at 888.637.3343
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.
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1 Merrill Edge Roadmap participation requires a Merrill Edge Advisory Center™ account.

2 Merrill Edge is available through Merrill Lynch Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation. The Merrill Edge Select® Portfolios are part of the Merrill Edge Advisory Program and require participation in the program to invest. In addition the Merrill Edge Advisory Program is sponsored by Managed Account Advisors (MAA) an affiliate of MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment Adviser registration does not imply a certain level of skill of training. Please review disclosure statement for a full description of services and fees.