Insight

In a life with significant wealth, the financial decisions you make can often have a cascading effect — impacting you, your family, your business and even the greater community. We understand the nuances of these challenges and can help give you the insight you need to navigate important conversations and make more informed decisions.

 

Entrepreneurs, corporate executives, philanthropists, professional athletes, professional entertainers, and stewards of generational wealth require a deeper level of specialized knowledge, support and service. Opportunities unexpectedly appear. Sudden obstacles need to be carefully navigated. Together, you and your Private Wealth Advisor can draw on research and insights as well as the guidance of a team of specialists as the need arises.

Collaborate with top-tier Merrill Private Wealth Advisors who have:

An average industry experience of 20 years1

Specialized accreditations that keep them one step ahead

Fewer client relationships so they have the time to focus on you

Access award-winning2 research and insights

BofA Global Research, which has over a thousand investment professionals across the globe who specialize in different sectors and regions

Expertise of the Chief Investment Office, which provides regular updates on the markets as well as guidance on asset allocation and portfolio positioning

Tap into the knowledge of specialists who work closely with your Merrill Private Wealth Advisor

  • Private Wealth Strategists to work with you on building out and stress testing specific components of your plan.
  • Trust and philanthropy specialists to help amplify the lasting impact of your wealth.
  • Tax planning strategists to help you preserve your wealth.
  • Alternative Investment and credit specialists to mitigate risk and take advantage of new opportunities.
  • Business succession planners and investment bankers to help monetize and transition your family business.

A Private Wealth Advisor can help you learn more

Connect with an advisor

1 Merrill Data Analytics team; data as of 3/31/2023.

2 Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

IMPORTANT DISCLOSURES

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).