What Is Total MerrillSM?
Total Merrill is the comprehensive, solutions-based platform that organizes and integrates all of the firm's products and services to better help you achieve the life you desire.
Total Merrill addresses your financial services needs completely and holistically. From banking and lending to retirement and estate planning services, as well as business solutions, Total Merrill gives you access to a depth and breadth of products and services that is unrivaled in the industry.
Working with the Total Merrill platform, your Merrill Lynch Financial Advisor can design a long-term financial strategy that is not only flexible but customized to your specific life goals and needs. To ensure that this wealth-management strategy evolves with you, Total Merrill includes advice-and-planning and tracking-progress toolkits that help you and your Financial Advisor measure your progress toward your goal of achieving the life you desire.