You can meet one-on-one with a Merrill Edge Financial Solutions Advisor™—at one of over 2,000 select Bank of America financial centers or over the phone.
Working together, you can create your own Merrill Edge Roadmap®, a personalized action plan that’s aligned with your life priorities, investment goals, and investor profile.
Your action plan will include an asset allocation strategy to help you build a balanced portfolio of investments aligned to your investment goals, risk tolerance, liquidity needs, and time horizon.
Your Financial Solutions Advisor will provide specific investment recommendations tailored to your needs from Merrill Edge’s wide range of stocks, bonds, ETFs, well-known mutual funds, annuities and other investments.
As part of your overall investment strategy, you may also consider Merrill Edge Select® Portfolios — professionally managed by Merrill Lynch investment professionals