Company Description. Founded in 1914, Merrill is a leader in wealth management, offering personalized strategies that go beyond investment management to include college savings, retirement planning, eldercare, philanthropy, and more. Merrill financial advisors work closely with clients to understand their needs and deliver tailored solutions, leveraging the investment expertise of Merrill and banking insights from Bank of America. As part of Bank...
Company Description: Bank of America Merrill. Founded in 1914, Merrill is a global leader in wealth management, known for combining financial expertise with a deep understanding of clients’ goals to help them achieve the lives they desire. As part of Bank of America’s Global Wealth & Investment Management business, Merrill advisors utilize extensive investment and banking insights to deliver tailored financial strategies. Team Description: Mathes...