Founded in 1914, Merrill Lynch Wealth Management is one of the largest wealth management businesses in the world. Merrill Lynch Financial Advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. The solutions our Financial Advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning, small business services and cash management and banking solutions. With a deep commitment to placing their clients’ interests first, Merrill Lynch Financial Advisors draw upon the combined investment insights of Merrill Lynch and the banking strength of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives.
Merrill Lynch Global Wealth Management is part of Bank of America Corporation’s Global Wealth & Investment Management business. It has $1.5 trillion in client balances as of December 31, 2011 and nearly 17,300 Financial Advisors around the world. Working with specialists throughout the firm, they serve the financial needs of affluent individuals, as well as small businesses, large corporations and nonprofit institutions. Within Merrill Lynch Wealth Management, the Private Banking & Investment Group provides tailored solutions to ultra affluent clients, offering both the intimacy of a boutique and the resources of a premier global financial services company.
Specialties
Advice and Planning, Investments, Banking, Retirement, Estate Planning Services, Credit and Lending, Solutions for Business
New hires at Merrill Lynch
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Associate Vice President - Dwyer & Associates
Came from...
Morgan Stanley Smith Barney, Associate Vice President - Wealth Management
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Vice President, Practice Management Consultant
Came from...
Advisor Impact Inc., Director, Corporate Partnerships
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Merrill Lynch Activity on LinkedIn
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Merrill Lynch has a new private wealth management
Ann Monaghan is now private wealth management
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Merrill Lynch has a new Analyst
Peta Arnott is now Analyst
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Merrill Lynch has a new Python/Java Developer
Sergey Perunov is now Python/Java Developer, was C++ Developer at Kobo Inc.
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Merrill Lynch has a new Global Treasury Solutions
William O'Brien is now Global Treasury Solutions
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Merrill Lynch has a new Financial Advisor
Jim Broderick is now Financial Advisor
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Merrill Lynch has a new Quantitative Analyst - Commodities
Marion Houlet is now Quantitative Analyst - Commodities
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Merrill Lynch has a new Summer Intern
Jessica Fay is now Summer Intern
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Merrill Lynch has a new Intern
Justin Bobo is now Intern
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