Merrill Lynch Wealth Management

The company Merrill Lynch Wealth Management was founded in 1914 and is a corporation with one of the most extensive wealth management operations globally. The offered financial solutions are tailored to meet the client’s specific needs. The financial advisors and experts at Merrill Lynch combine knowledge and experience with a deep understanding of what matters most to the client. The goal is to improve the client’s financial life so much that they can pursue their ideal lives as they define it. Merrill Lynch Wealth Management is committed to placing the client's interests above everything else. By combining the investment knowledge of Merrill with the business knowhow of Bank of America, the financial advisors unlock possibilities tailored to their client’s needs in many aspects of their financial life. Additionally, our financial advisors' strategies go beyond asset management and include college and retirement savings strategies, long-term health and wealth planning, and estate and philanthropy planning. The company has multiple resources, including the UL and IRAs for income planning, Concentrated Stock Group for investment advice, and the Estate Planning Services for estate planning and other solutions (Bank of America, 2022). The advisors and experts also offer assistance with concentrated stock investments.