Together, we'll help you shape your future
Your Merrill Private Wealth Advisor can help with strategies designed to grow, sustain and transfer your wealth to amplify its impact at every step of life’s journey.
Our approach
What does your wealth mean for you, your family and your legacy? We help you answer that question and craft a plan that reflects your vision. Then we help you make adjustments, adapting to changes in your goals and priorities as well as changes in the markets.
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Insight
Your financial decisions can have a cascading effect on your family, business and community. Our research and insights help you navigate nuanced challenges and choices.
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Simplicity
We distill complexity into clear guidance, freeing you to pursue your passions. Explore our full suite of solutions, including services aimed at families, executives and collectors.
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Perspective
Sustaining wealth for your lifetime and beyond can stress immediate needs. We help preserve a shared family vision by educating rising generations and helping you create family governance practices.
Our advisors
Nurturing wealth and navigating its complexities require experience, expertise — and time. We’re selective about client relationships, so we can focus on you.
A typical Merrill Private Wealth Advisor has1
22
YEARS' EXPERIENCE
$1.65B
ASSETS UNDER MANAGEMENT
55
CLIENTS – ALLOWING FOR MORE DEDICATED SUPPORT
Access to a team of specialists
Your Merrill Private Wealth Advisor works closely with specialists to craft a plan tailored to your specific needs and goals.
Alternative investment2 and credit experts3 to help you manage risk and take advantage of new opportunities.
Private Wealth Strategists4 to help design gift, legacy and generation-skipping transfer tax minimization strategies.
Family Office Services5 professionals to provide household accounting and custom financial reporting.
Banking3 professionals to help with your banking needs, including credit card and Bank of America Preferred Rewards®.
Art services6 to help you incorporate art into your wealth transfer plan or unlock the capital in your collection.
Succession planners and investment bankers7 to help you monetize and transition your family business.
Trust3 and philanthropic6 specialists to help you amplify the lasting impact of your wealth.
Specialty asset management3 team to offer expertise in timberland, ranchland and other nonfinancial assets.
Accolades
We’re proud that the expertise and dedication of our advisors have been recognized by others. Recent awards include:
2026
Best-In-State Wealth Management Teams8
Published on January 7, 2026. Rankings based on data as of March 31, 2025.
2025
America’s Top Wealth Management Teams Private Wealth9
Published on November 12, 2025. Rankings based on data as of March 31, 2025.
2025
Top 250 Private Wealth Management Teams10
Published on May 9, 2025. Rankings based on data as of December 31, 2024.
Our advantage
We provide a boutique-like experience backed by global resources. You and your Private Wealth Advisor can draw on experienced specialists, solutions, research and insights. Your satisfaction is our motivation.
High-touch, as well as high-tech
Along with hands-on support from your Private Wealth Advisor, our digital capabilities allow you the convenience of secure access to your full financial picture and to your advisor, making it even easier to work with us.
Exclusive benefits
Through Bank of America Preferred Rewards®, you have access to premium offers and unique experiences curated across luxury categories including travel, automotive, wine and spirits, fashion, fitness, the arts and more.
You also have access to the advanced planning services of Merrill's Private Wealth Services team, who have years of specialized knowledge from working with families of considerable wealth.
Awards and recognition
Programs, services and thought leadership recognized throughout the industry.
Ready to get started with a Merrill Private Wealth Advisor?
1 Clients with >$1M in assets. Merrill Data Analytics team; data as of 3/27/2026.
2 Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
3 Capability offered by Bank of America, N.A.
4 “Private Wealth Services” is the marketing name for a group of services provided through Merrill Private Wealth Management. The group comprises the Merrill Center for Family Wealth®, the Strategic Wealth Advisory Group and Merrill Family Office Services.
5 Merrill Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“Merrill”). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services.
6 Capability offered by Bank of America Private Bank.
7 Capability offered by BofA Securities, Inc., a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.
8 2026 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
9 2025 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
10 2025 Barron's "Top 250 Private Wealth Management Teams" list. Rankings are based on the opinions of Barron's which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
11 Bank of America data, 2025. In a survey, Merrill Private Wealth Management clients rated satisfaction with their advisor a 9 or 10.
12 Source: Bank of America Q4 2025 earnings. Total Merrill client balances as of 12/31/2025.
13 WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
14 The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
