• Steve Schussler face shot
    The Passionate EntrepreneurDaring in business, Steve Schussler prefers to limit the risks in his portfolio.
  • Discovering Their Inner EntrepreneurFor the Donaldsons, retirement meant purchasing a vacation home, but when the time came, they discovered they wanted more.
  • Slowing Down on a FarmAfter a busy career traveling the world, Sid Greer yearned to don overalls and raise some cows.
  • Joel and IsabelleJoel and Isabelle wanted the freedom to spend time with family and save for their grandchild's education.
  • The Ehmann's ChallengeSaving for their children' s college education and their own retirement has become a more difficult balancing act.
  • Behind a VisionaryFor over 50 years, Alfred Mann's inventions and philanthropy have improved the lives of millions.
  • A Portfolio Built for Retirement NeedsHow a couple and their Merrill Lynch Financial Advisor balanced their need for safety with a strategy for growth.
  • The Guthries' Wise MoveDespite having to delay retirement, this couple is optimistic about their financial future.

The Passionate Entrepreneur

An advisor who has ANSWERS to your questions. Even those you didn't think to ask.

Our Financial Advisors combine know-how with know you to create a strategy that brings your unique vision of the future to life — the way we have for clients like these.

Watch their stories and start planning your own.

THE POWER OF THE RIGHT ADVISOR.

When you choose a Merrill Lynch Financial Advisor, you're entering into a unique long-term relationship. One where your advisor takes the time to develop a thorough understanding of who you are, how you think and what matters most to you. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future.

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Deep Knowledge Base

Access to world-class market research and the industry's top financial analysts form a rock-solid foundation for Advisors intent on staying one step ahead so they can help you reach your financial goals in today's complex global economy.

Research and Insights
Products and Solutions

Wealth of Offerings

When advisors truly know what's important to you, they can draw upon the combined investment insights of Merrill Lynch and the banking strength of Bank of America and unlock opportunities precisely tailored to your needs.

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Powerful Relationships

"The interests of our customers must come first." Charles Merrill said that when we began as a small firm in 1914. That ideal has helped us grow to be one of the world’s leading wealth-management companies — one relationship at a time.

What Matters Most to You