Description
Merrill provides access to the banking convenience of Bank of America alongside the investment expertise of Merrill Lynch, streamlining the financial lives of its clients. Clients can easily manage their Merrill Edge Self-Directed investment accounts and Bank of America bank accounts through an online platform, phone services, or at numerous Bank of America financial centers. Merrill is committed to enhancing client relationships by gaining insights into their risk tolerance, liquidity needs, investment knowledge, and goals to offer personalized advice tailored to each client's unique needs and expectations.
Additional Details
Lives Served
-
Company Size
1,643
Year Founded
2010
Contact Details
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