Financial Advice Tailored to Your Needs
One universal financial truth is that there is no single piece of advice that's good for everyone. “Understanding clients' goals and aspirations requires an intimate, trusting relationship,” says Edward Pepe, Managing Director, Global Investments and Wealth Management. “When Financial Advisors combine a deep knowledge of their clients' needs with partnerships across Merrill Lynch, the insights, advice and capabilities they can provide are invaluable. Whether it's investments, banking or wealth management, Merrill Lynch Financial Advisors have access to a vast range of solutions to meet our clients' diverse needs.”
The advice you'll receive from your Financial Advisor is based on information gathered by the firm's dedicated specialists to help you manage all aspects of your financial life. Wealth Management Bankers, for instance, can provide you and your Financial Advisor with innovative cash management and liquidity solutions. And with access to world-class research and intellectual capital, your Financial Advisor can craft actionable strategies tailor-made for your short-term needs and your long-term goals.
World-Class Research and Insights
BofA Merrill Lynch Global Research's insights on stocks, bonds, investment strategy and economics provide a solid foundation for our strategies and financial advice. The research team—approximately 700 analysts in more than 20 countries—provides recommendations on nearly 3,000 equity securities and 850 corporate bond issuers, as well as releases economic forecasts for roughly 60 countries and recommendations on 40 currencies.
They provide access to a wealth of financial information and informed perspective on developments in the global economy. Our Financial Advisors bring that proprietary knowledge to the strategies they develop with their clients. Clients also see that information through regular updates and reports. When you work with a Merrill Lynch Financial Advisor, you can structure a customized investment strategy that's based on your personal needs and goals and informed by industry-leading insights, world-class research and market analyses.
The Resources of Bank of America and Merrill Lynch
Now that Merrill Lynch & Company has joined forces with Bank of America Corporation, clients can tap into a wider array of sophisticated cash management and liquidity solutions. Merrill Lynch Financial Advisors now provide access to banking products such as mortgages, credit cards and deposit accounts, and everything from rapid access to capital to productive cash vehicles and holistic retirement planning solutions. Merrill Lynch has always provided clients with strong market insight, investment guidance and proactive leadership. Now, it is uniquely poised to help more people and more businesses take advantage of opportunities that come their way.³
Some of the banking services and products available for our clients include: a premium insured checking account with growing balances rewarded with increasingly higher interest rates and a one-time cash bonus; access to fixed-rate jumbo mortgages at very competitive rates; the ability to invest cash in certificates of deposit at competitive rates; and a choice from among 35 federally insured money market deposit accounts, each tailored to specific income and capital preservation needs.³
Ask your Financial Advisor about new and enhanced opportunities that may be right for you.