Question 1

What is Merrill Advantage?

Accepted Answer

Merrill Advantage is a suite of services that provides access to a wide range of investment solutions from Merrill and banking products from Bank of America, helping clients to make their financial goals a reality.

Question 2

What are the professional designations of Merrill advisors?

Accepted Answer

Merrill advisors hold a variety of professional designations, including Certified Financial Planner® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor™ (CPFA™), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®).

Question 3

How can I find a Merrill advisor?

Accepted Answer

You can use the Merrill Advisor Match tool to answer some questions and get matched with a couple of advisors best suited to your needs. You can also search for advisors by name or office location.

Question 4

What resources and insights does Merrill provide?

Accepted Answer

Merrill provides a variety of resources and insights to help clients stay informed, including timely information on market and economic developments, as well as access to planning tools, articles, events, and podcasts.

Question 5

What is Merrill's approach to client service?

Accepted Answer

Merrill's approach is focused on the client, with the goal of providing personalized advice based on the client's unique goals. The company listens to clients and gives them the time they need to discuss their financial needs.

Merrill Lynch Wealth Management

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About Merrill Lynch Wealth Management

Frequently Asked Questions about Merrill Lynch Wealth Management

What is Merrill Advantage?

What are the professional designations of Merrill advisors?

How can I find a Merrill advisor?

What resources and insights does Merrill provide?

What is Merrill's approach to client service?

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