Merrill, advisory group and Bank of America

Bank of America’s Merrill Wants to Serve More Ultrawealthy Clients. Here’s How.
The company is creating a new team of specialists to better connect advisors and their rich clients with other parts of Bank of America.
Merrill sharpens ultra-high-net-worth focus with new advisory group
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized lending, and more complex services for elite clients.
Bank of America's Merrill puts focus on ultra-wealthy clients with new advisory group
BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with substantial assets. The 25-person group will collaborate with advisors to provide personalized wealth and investment solutions tailored to the complex needs of ultra-high-net-worth clients.
Merrill Launches Advisor Group To Focus On Ultrarich Clients
Merrill Lynch is giving increased attention to its growing base of uber-rich clients.
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Bank of America Corp. created a group of specialists that cater to the ultra-wealthy, looking to capitalize on the growing ranks of super rich clients needing complex financial products and advice.
Merrill starts UHNW advisory group, targeting $10M+ clients
Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.
Wealth Management for UHNWIs: Merrill Introduces Ultra-High-Net-Worth Advisory Group
Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists.
Merrill Wealth Management forms team to serve Ultra-High-Net-Worth clients
Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive wealth and investment solutions to UHNW clients and connect them to Bank of America’s breadth of capabilities.
Merrill Wealth Management forms advisory group to serve UHNW clients
Merrill Wealth Management, a division of Bank of America, has established its ultra-high-net-worth (UHNW) advisory group.
Financial IT32m
BofA’s Consumer Investments Surpasses $500 Billion in Assets as Clients Choose High-Tech, High-Touch Approach to Managing Finances
Bank of America today announced its Consumer Investments business has grown to more than $500 billion in client assets, a more than 10-fold increase since the business started a decade ago. This ...
Financial Advisor IQ1d
Merrill Creates New Unit to Help FAs Deliver UHNW Services
BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...
24/7 Wall St. on MSN10d
24/7 Wall Street Key Points
Attaining a 7-figure new worth puts shopping for banking services on a higher level, with a range of different perks based on ...
MomsWhoSave on MSN2d
Free Museum Passes, Zoo Visits, & More for Bank of America, Merrill Lynch, & US Trust Customers (Over 225 Locations)
If you’re looking for fun and frugal activities the whole family can enjoy, check out the Bank of America Museums on U ...
Fintel on MSN3d
UBS Upgrades Bank of America (BAC)
Fintel reports that on January 7, 2025, UBS upgraded their outlook for Bank of America (NYSE:BAC) from Neutral to Buy.