Professional Advice & Guidance

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.
Ready to get started?
Access a customized portfolio of diversified investments, including mutual funds, ETFs, stocks and bonds.
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
Learn more about our firm's background on FINRA's BrokerCheck
1 Merrill Edge Roadmap participation requires a Merrill Edge Advisory CenterTM account.