Merrill

Merrill Wealth Management, part of Bank of America Corporation, is a leading provider of comprehensive wealth management and investment services, including planning for retirement, education, legacy and other life goals. Merrill is one of the largest wealth management businesses in the world, with approximately $3.6 trillion in client balances as of December 31, 2024, and represents a 100+ year legacy of strength and industry leadership to clients across the globe. Learn more about Merrill at www.ml.com.