All rights reserved. Research Analyst: INH000000503, Stock Broking: INB/INF 011348134, INB/INF 231348138, Merchant Banker: INM000011625, Depository Participant: IN-DP-NSDL-223-2001. If you are new to Merrill, please fill out the form below and we'll have a local advisor contact you shortly. He focuses on delivering the wealth management platform to a broad array of clients, including corporate executives and business owners, as well as their families. For specific investor grievances, if any, email IDs are brokingindia@ml.com, dpindia@ml.com, dg.india_merchantbanking@baml.com. Cohesive and Long-Tenured LeadershipFounded in 1993, the team's senior members have spent their entire wealth management careers at Merrill. In 2019, she joined the Private Executive Services team at Merrill Private Wealth Management in New York City where she is currently a Registered Private Wealth Client Associate. Her responsibilities include client onboarding and account maintenance, asset transfers, and providing excellent customer service. different privacy policy and level of security. Jeff began his career at Merrill in 2001. While Bank of America and its Affiliates believe that this Account Information will be accurate at the time of access and/or downloading by Client, this information may have certain technical flaws, typographical errors or other inaccuracies. ","ruletype":"alphaspacehyphen","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":true,"actlikeradio":false,"endsWithStar":false},{"fieldname":"lastname","isRequired":true,"maxlength":19,"uilabel":"Last name*","errmsg":"Please enter a valid Last Name! We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back. This delivery will generally consist of certain Content on the Sites, and certain other documents relating to Bank of America and its Affiliate's business. If youre an individual with liquid assets worth $10 million or more, read our 7 Secrets To High Net Worth Investment Management, Estate, Tax, and Financial Planning to learn more about the cost of working with a financial advisor. Brians primary role on the team is to provide advice and guidance to ultra-high-net-worth families on developing strategies to address their overall wealth objectives and personal financial goals. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Heleads20 professionals for Private Executive Services who offer integrated wealth management strategies and services to a select group of individuals and families. This is a list of the top advisors in each state, with the number of ranking spots determined by each states population and wealth. or monitor content, availability, viewpoints, products or services that are offered or expressed on other Certain information from Client's account(s) at Bank of America or its Affiliates is accessible on the Sites and can be downloaded by Client ("Account Information"). However, the general eligibility for Fidelity Private Wealth Management is $2 million managed through Fidelity Strategic Disciplines or Fidelity Wealth Services and $10 million or higher in total investable assets. 3 advisors in Southern California, and the No. Neither Bank of America, N.A., nor its Representative Office in Colombia, is authorized to carry out in Colombia any activities that are reserved by Colombian law to locally licensed banks. There are exceptions, though -- the minimum for the Managed Account Service is $100,000. Scroll over the goals to view the opportunities we offer Client understands and agrees that Bank of America may report such information to regulatory authorities to the extent necessary, in its reasonable discretion, to comply with Applicable Law. For instance, the minimum account size for the Managed Account Service is $100,000. Steven is the founding partner of the Corporate Benefits and Advisory Services (CBAS) group at Merrill, focusing on equity compensation and retirement needs of corporations. We will use this information to find the right advisor near you. Williams primary focus is offeringa comprehensive approach to managingwealth that begins with listening to a clients needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Limited, Merrill Lynch (Australia) Futures Limited, Merrill Lynch Equities (Australia) Limited and their related bodies corporate (together "BofAML") which hold, or are exempt from the requirement to hold, an Australian Financial Services Licence. Client agrees that it and any of its Authorized Persons shall comply with this Agreement, applicable laws, rules, regulations, ordinances and other similar national and international requirements of the country, state and province in which you are accessing and using the Sites. Merrill Lynch has nearly 3,000 offices across the U.S. You can go to the advisor locator on their website to find out if there is an office located near you. ","ruletype":"alphaspacehyphen","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"emailaddress","isRequired":true,"maxlength":50,"uilabel":"Email address*","errmsg":"Please enter a valid Email Address! Unlike an actual performance record, simulated results do not represent actual trading. In her role as a private wealth associate, Toni provides administrative support to Private Wealth Advisors and supports all operational aspects of the Relationship Management team, especially in regards to our clients managed accounts. In this section, we will compare the two institutions in several aspects. We may be compensated by the businesses we review. Secondary Market Equity Transactions . An investment advisor at Merrill Lynch will ask you about your desired liquidity, your time horizon, and your risk tolerance. Resources and perspectives inform a strategy designed around your needs. We also provide access to Bank of America for your working capital needs in support of the day-to-day needs of your business. Also, if you opt out of online behavioral advertising, you may still see ads when you sign in to your account, for example through Online Banking or MyMerrill Account Access. *Source: Forbes "Best-in-State Wealth Advisors" list, February 2018. You can click the Cancel button now to return to the previous page. CLIENT ACKNOWLEDGES AND AGREES THAT IT WILL BE RESPONSIBLE TO ENSURE THAT ANY ACTIVITY UNDERTAKEN BY CLIENT OR ITS AUTHORIZED PERSONS IN ANY JURISDICTION AND WITH ANY PERSON IN WHOLE OR IN PART ON OR THROUGH THE SITES IS IN COMPLIANCE WITH APPLICABLE LAW. There is always the potential of losing money when you invest in securities. Chris holds the Certified Investment Management Analyst designation from the Investments & Wealth Institute. Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal success. Through consultations and discussions, the advisor collects details about the clients situation and financial goals and then devises a tailored strategy employing a variety of financial and investment services and products. However, the program fee does not cover all potentially applicable costs. Rather than trying to integrate various products and advice from different professionals, high and ultra-high net worth individuals have a better chance of benefitting from an integrated approach. 7 Secrets To High Net Worth Investment Management, Estate, Tax, and Financial Planning. Get in touch with one of our team members to find out more about our fee structure. This website does not constitute an offer or solicitation to lend. include Bank of America and Vendor copyright and all other proprietary notices in the use of all Licensed Programs; prohibit the sale, relicensing, leasing, rental, lending and transferring of Licensed Programs; prohibit, and take reasonable measures to prevent, the decompiling, disassembly, reverse engineering or modification of Licensed Programs; comply with all export laws in respect of Licensed programs; disclaim any liability on the part of Vendors for damages, liabilities, costs or expenses incurred by Client in the use of License Programs; and. At Dickinson, he was a four-year starter for the mens soccer team and a captain his senior year. So, before opening an account with Merrill, make sure you have an advisor you are comfortable with. Kevin is a Vice President and Private Wealth Manager in Merrill Private Wealth Management. Merrill Lynch Investment Advisory Program. Choose a search method: Get started Market Briefs Latest insights on inflation, Interest rates, volatility and your investments from our Chief Investment Office. Investment products offered by Investment Banking Affiliates: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed. Capabilities - Private Wealth Management Services Strategic solutions that align with your goals and priorities As a client of Merrill Private Wealth Management, you have access to specialized services as well as resources ordinarily reserved for the world's largest institutions. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Prior to joining Merrill, Eric spent two and a half years trading electricity and natural gas futures and options at Southern Company and two years as an assistant fixed-income trader at Rodman & Renshaw. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. They can stick with a limited number of strategies managed by Merrill professionals, or branch out into other individual stocks and bonds, third-party portfolio managers and even alternative investments. The Merrill difference As always, we'll provide you with professional advice, research and portfolio construction so you can invest confidently in these widely recognized solutions. In 2012, Merrill entered into an AWC with FINRA regarding its billing practices. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy. That's why we offer solutions for any wealth management scenario. MERRILL LYNCH WEALTH MANAGEMENT INVESTMENT SOLUTIONS Explanation of fees as of January 2, 2023. Offices, residents and operations of your organization in Cuba, Iran, Iraq, Libya, North Korea, Sudan, Syria and any other countries that are the subject of sanctions by the United States Office of Foreign Asset Control or other general U.S. embargo restrictions are not permitted to access and use the Sites, and any such access and use is a violation of these Terms and Conditions. Both are wholly owned subsidiaries of Bank of America Corporation. Bank of America reserves the right to limit or terminate Client's or any Authorized Person's access to and use of the Sites immediately and without notice. As a team, we meet regularly to discuss how we can improve the exceptionalservice we seek to provide and how new products and technologies offered by the firm may benefit our clients. Schedule a consultation with one of our competent and skilled wealth advisors at Pillar Wealth Management to learn more about our firm and the services we offer. Our services include insurance planning, asset allocation analysis, estate management, retirement planning, and portfolio management. University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach. ","ruletype":"zip5","fieldtype":"textbox","isgroup":false,"grouphead":false,"hidethisfield":false,"showalwayslabel":false,"actlikeradio":false,"endsWithStar":false},{"fieldname":"comment","isRequired":false,"maxlength":8000,"uilabel":"Comment or Email Message","errmsg":"Please enter comment! THE FOLLOWING LIMITATIONS OF LIABILITY IN THIS SECTION SHALL NOT APPLY TO VIOLATIONS OF LAWS RELATING TO THE OFFER AND SALE OF SECURITIES. Your friends will not be contacted or approached. Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation. Compliance officer - Jinendra Shah, Email: jinendra.shah@baml.com, Tel No. We are dedicated in providing the experience and resources to help support your ongoing success. If you are satisfied with your advisor, you will sign a Client Agreement and make a deposit to open your account. Working with Merrill or Bank of America Private Bank, you get clear information about the progress of your wealth management strategy and straightfoward guidance on potential solutions to address your needs. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Such estimates do not necessarily reflect Bank of America's or its Affiliates' internal bookkeeping or theoretical model-based valuations. Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Being one of the biggest wealth management companies in the world, Merrill employs thousands of investment advisors and brokers. Bank of America and its Affiliates expressly disclaim any responsibility or liability for the accuracy or use of such Account Information upon its being downloaded by Client and will not be liable for any difficulty, damage or inaccessibility of such information due to hardware or software incompatibility. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Merrill Lynch is one of the largest wealth management firms in the world, with thousands of advisors. Alternatively, clients can choose to get guidance from their advisor about what investments and managers may work for them, and then the client can make the final decisions around how to invest their money, which is a non-discretionary arrangement. NOR WILL Bank of America BE LIABLE FOR ANY OTHER PROBLEMS EXPERIENCED BY THE USER DUE TO CAUSES BEYOND THE Bank of America's CONTROL. #16 Because of its size, it does not dictate any one philosophy for its advisors (and clients) to follow. - About a broker's past experience Invest with a Merrill Lynch Wealth Management Advisor to help you grow, preserve and manage your wealth. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. 2019 Bank of America Corporation. The website is not owned by Merrill Lynch, Bank of America or their affiliates and is subject to separate terms and privacy policies. With no account minimums for most types of accounts, Merrill Lynch Wealth Management is available to nearly anyone. Bank of America, Merrill, their affiliates and financial advisors do not provide legal, tax or accounting advice. Some or all of the products may not be available in certain jurisdictions and are subject to change without notice. He has been with the firm since 2016. Bank of America N.A. This fee applies if you chose a Style Manager Strategy, and your rate will depend on the particular strategy you pursue. There is always the potential of losing money when you invest in securities. At Pillar Wealth Management, we cater to clients who have liquid assets ranging from $5 million to $500 million. Jack began his career with Merrill in 2019 as summer analyst in the Financial Advisor Development Program in Melville, NY. FURTHERMORE, Bank of America WILL NOT BE LIABLE FOR ANY DELAY, DIFFICULTY IN USE, INACCURACY OF INFORMATION, COMPUTER VIRUSES, MALICIOUS CODE OR OTHER DEFECT IN THE SITES, OR FOR THE INCOMPATIBILITY BETWEEN THE SITES AND FILES AND THE USER'S BROWSER OR OTHER SITES ACCESSING PROGRAM. sell, lease, transfer, recirculate, republish, redistribute, make available or otherwise provide access to the Sites, or any portion thereof or data thereon, to any person other than its Authorized Persons, including through oral, written, or electronic means whether as a demonstration or otherwise; photocopy, download or otherwise reproduce in any medium any portion of the Sites, except that Client may download into Client's internal computer system, or print a hard copy of, content on the Sites, in whole or in part, provided that, in each case, all copyright and other proprietary notices are retained and complied with; or. Bank of America N.A., Oficina de Representacion (Colombia), is a representative office in Colombia of Bank of America N.A., supervised by the Superintendencia Financiera de Colombia and authorized to promote in Colombia select products and services that. Your advisor, you will sign a client Agreement and make a deposit to your... Offers a broad range of brokerage, investment advisory ( including financial planning more about our structure... To High Net Worth investment management Analyst designation from the Investments & wealth Institute more about our fee.. Are satisfied with your advisor, you will sign a client Agreement and make a deposit open! Using a goals-based wealth management approach, we cater to clients who have liquid ranging! The businesses we review, rebalancing and diversification do not represent actual trading of our team members find. In securities center of every personalized strategy the Managed account Service is $ 100,000 advisors in Southern California, the. 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