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We'll work together with you to understand your investment personality, prioritize your goals and build a financialapproach that reflects your needs. There is no substitute for a one-on-one relationship with a Merrill financial advisor committed to your needs. MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of Bank of America Corporation (BofA Corp.). When it comes to financial planning, no two people are the same. Due to limited availability, some offers may be open only to a limited number of Preferred Rewards members. For example, a $100 purchase that earns 3% ($3.00) will actually earn $3.75, $4.50 or $5.25 based on your tier when the purchase posts to your account. . Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. May Lose Value. Watch our video to learn more. He is married to his first grade sweetheart Kelly. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. 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Bank of America Private Bank serves the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and . . including standard check orders, incoming domestic wire transfers and more8, Lifestyle benefits 9. In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. The Preferred Rewards bonus is not applied to any account opening bonus, if applicable. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. We can help you focus on the areas that may be helpful to plan success, including Fiduciary Advisory Services 1 and Education and Plan Services 2 appropriate for your plan. He's married w/ 4 children, & has lived & worked in Towson/Hunt Valley, MD as a FA since 1992. He has enjoyed great success in the highly specialized area of board-controlled/fiduciary-responsible asset mgmt. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp are registered as futures commission merchants with the CFTC and are members of the NFA. Get the latest investment insights, tips and strategies to help you live your best financial life. Employees of companies participating in the Bank of America Employee Banking and Investing Program may be eligible to participate on customized terms. Firms such as Morgan Stanley and Merrill Lynch have been pitching traditional services such as cash management and trust-and-estate advice to try to attract more traditional private banking . Except for offering memoranda, Bank of America and its Affiliates disclaim any liability to Client for this information or for any consequence of your decision to use it. Investment products offered by Investment Banking Affiliates: You agree to receive certain documents and information provided by Bank of America and its Affiliates through the Sites and/or through email provided to you via the Sites. Equal Housing Lender. Credit and collateral are subject to approval. By clicking continue, you will be taken to a website that is not affiliated with Merrill and may offer a different privacy policy and level of security. Merrill Lynch Wealth Management is the brand within parent company Bank of America Corporation that provides investment and wealth management services. 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Compliance officer - Jinendra Shah, Email: jinendra.shah@baml.com, Tel No. Ray spends his limited free time with family, playing golf and reading. You can click the Cancel button now to return to the previous page. MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.Your advisor is a click away within our site or mobile appsYou can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security featuresAccess to your complete financial life is available with My Financial Picture, Merrills asset aggregation tool. Merrill is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). Any indicative valuations on the Sites are provided for information only. Further, Client has not received from Bank of America or its Affiliates any assurance or guarantee as to the expected results of a Transaction. 2023 Bank of America Corporation | MAP 5432593 | 02/2023 . With less than that minimum, customers are encouraged to utilize Merrill's online investment toolbox, which includes Merrill Edge. Work in a Merrill Lynch Wealth Management branch location; Deliver products and capabilities across Bank of America banking and Merrill investing; . As a client and member of the award-winning Bank of America Preferred Rewards program1,you can enjoy exclusive benefits and rewards. What are Bank of America Preferred Rewards lifestyle benefits offers? MAP4912528-01132024. Private banking provides investment-related advice and aims to address the entire financial circumstances of each client . You must be enrolled in the Diamond or Diamond Honors tier of Preferred Rewards to be eligible for these benefits or events. Affiliates of Bank of America may make a market or deal as principal in the securities mentioned in these Sites or in options based thereon. Your member benefits are designed to help you save, spend and borrow with Are Not FDIC Insured * May Lose Value * Are Not Bank Guaranteed. Indicative valuations may vary significantly from indicative valuations available from other sources. Like many of the Chinese wealth mangers in this ranking its AUM is showing strong signs of growth. There is always the potential of losing money when you invest in securities. Their task is to help their clients invest their assets and make sound financial decisions. Act as liaison between institutional clients and Merrill's Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the clients investment goals and objectives. Client acknowledges and agrees that it will not use, or allow the use of the Sites in contravention of, and will comply with, any applicable laws, rules, regulations or interpretations (collectively, "Applicable Law"). Our rewards include a wide variety of categories, and give you the exclusive access you expect. Client accepts the right and license granted herein to access and use the Sites solely in accordance with this Agreement and any rules or restrictions or procedures published by Bank of America on the Sites from time to time. A base salary through the full three plus years in the Financial Advisor Development Program. Steve holds a Masters Degree in Business Management along w/ his undergraduate Bachelor of Science degree from the US Naval Academy, and he graduated from Wharton Business Schools Executive Education course in 2001. All materials at these Sites are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, or any copyright or proprietary notices. Programs, rates, terms and conditions are subject to change without notice. include Bank of America and Vendor copyright and all other proprietary notices in the use of all Licensed Programs; prohibit the sale, relicensing, leasing, rental, lending and transferring of Licensed Programs; prohibit, and take reasonable measures to prevent, the decompiling, disassembly, reverse engineering or modification of Licensed Programs; comply with all export laws in respect of Licensed programs; disclaim any liability on the part of Vendors for damages, liabilities, costs or expenses incurred by Client in the use of License Programs; and. Steves a Senior Vice President; Senior Financial Advisor with Merrill. Bank of America N.A. The LMA account requires a brokerage account at Merrill Lynch, Pierce, Fenner & Smith Incorporated and sufficient eligible collateral to support a minimum credit facility size of $100,000. These questions will help us provide you with additional insights and resources. NMLS #518460. Simulated trading programs in general are designed with the benefit of hindsight. Bank of America, N.A. The rewards tier is not subject to adjustment after the application is submitted. Betty A. Edwards. MLPF&S makes available investment products managed or distributed by BofA Global Capital Management, an affiliate of Bank of America Corporation. Client further agrees not to upload to the Sites any data or software that cannot be exported without prior written government authorization, including, but not limited to, certain encryption software. Premier services for your unique needs and one-of-a-kind experiences to match your lifestyle. Drawing on the global resources of Bank of America Corporation and its affiliates,we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office. Neither Bank of America, N.A., nor its Representative Office in Chile, is authorized to carry out in Chile any activities that are reserved by Chilean law to locally licensed banks. Other terms and conditions apply. After enrollment you must maintain the three-month combined average daily balance to stay in the program.Refer to your Personal Schedule of Fees for details on accounts that qualify towards the combined balance calculation and receive program benefits, available atbankofamerica.com/fees. Bank of America does not provide your customer information to the third party vendor, but by contacting them to take advantage of an offer you will identify yourself as a Bank of America client. We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Once upon a time, the Merrill Lynch advisor training program was widely considered the "gold standard" of industry training programs. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you. The origination fee reduction ($200 for Gold tier, $400 for Platinum tier and $600 for Platinum Honors tier) will not exceed the amount of the Lender Origination Fee. That's why we offer solutions for any wealth management scenario. Bank of America hereby grants to Client a worldwide, non-exclusive, non-sublicensable, non-transferable, non-assignable, personal right and license to access and use the Sites solely for Client's internal use in accordance with the terms of this Agreement. Not a Merrill client? Learn how Merrill advisor can help you pursue your goals. Investment professionals design and manage a portfolio aligned to your goals with Merrill . Certain factors, which may not have been assessed for purposes of these valuations, including, for example, notional amounts, credit spreads, underlying volatility, costs of carry or use of capital and profit, may substantially affect a stated valuation. Your eligibility for particular products and services is subject to final determination and acceptance by Bank of America or its Affiliates. Learn more about Pillar Wealth Management and Merrill Lynch Wealth Management fees. Wealth requires discipline and process, and as a wealth management team, our relationships are built upon a complete understanding of your goals and dreams. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA. With over 25 years of experience, Steve is dedicated to providing clients w/ the best individually-tailored strategies available. OurInvestment Personality Assessmentis one of the ways to help us get to know you - to understand your goals and priorities. II. a current combined balance, provided that you enroll at the time you open your first eligible personal checking account and satisfy the balance requirement at the end of at least one day within 30 days of opening that account. The survey was conducted on retailers and service providers from 36 categories, providing results for a broad spectrum of loyalty programs in traditional retail, online retail, and service segments. Interest rate shown is for illustration only. The Loan Management Account (LMA account) is a demand line of credit provided by Bank of America, N.A., Member FDIC. Bank of America Private Bank is a division of Bank of America, N.A. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. 1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill). The 15th Annual World Wealth Report released in June 2011 by Merrill Lynch Global Wealth Management and consultation firm, Capgemini, defines high net-worth individuals and families as those with more than $1 million in investable assets. Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Our education and insights can help your organization understand whats driving todays markets and tomorrows potential global opportunities. It is important to understand the differences, particularly when determining which service or services to select. We believe that our strategic focus on ESG leadership, which we have integrated across our eight lines of business, allows us to deepen relationships and create shared success with our clients and communities. Securities, strategic advisory and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation including in Canada by Merrill Lynch Canada Inc. which is a registered broker-dealer regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and a member of the Canadian Investor Protection Fund (CIPF). The information on these Sites is provided by the Hong Kong branch of Bank of America, N.A., and is compiled from information prepared by subsidiaries and affiliates of Bank of America Corporation. We provide access to abroad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Maximize your benefits as a Preferred Rewards member, Your member benefits are designed to help you save, spend and borrow with, Bank of America credit card rewards bonus, Bank of America Advantage Savings interest rate booster. 98-880 dated 1st October, 1998. To learn more about relationship-based ads, online behavioral advertising and our privacy practices, please review the Bank of America Online Privacy Notice and our Online Privacy FAQs. Located in the heartland of the country, our team's sole mandate is the care and protection of our families. For further details, visit the Preferred Rewards section of the Personal Schedule of Fees. As your relationship grows, so will your benefits. Amount of discount (0.125% for Gold tier, 0.250% for Platinum tier, 0.375% for Platinum Honors tier, 0.625% for Diamond tier and 0.750% for Diamond Honors tier) is based on the rewards tier at the submittal of home equity application and is not subject to adjustment after the application is submitted. enroll is generally available three or more business days after the end of the calendar month in which you satisfy the requirements. Withdrawals, balance inquiries and balance transfers, For mobile and online orders only, includes free standard shipping, Mortgage origination fee reduction or Interest rate reduction on new purchase or refinance mortgage, PayPlan must be established for interest rate reduction, Home Equity Line of Credit interest rate discount, Auto purchase or refinance loan interest rate discount. Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. 8 Visit bankofamerica.com/preferred-rewards for a list of no-fee banking services. Past performance does not guarantee future results. CENTENNIAL, Colo.--(BUSINESS WIRE)--College for Financial Planning A Kaplan Company and Merrill Lynch Wealth Management today announced the creation of a new designation program for wealth . 1Bank of America Merrill Lynch Banco Mltiplo S.A. e Merrill Lynch S.A. Corretora de Ttulos e Valores Mobilirios. He advises clients on wealth accumulation, preservation, & transfer thru the creation of individually-customized wealth mgmt plans. Agreed-Upon basis offers may be open only to a limited number of Preferred Rewards lifestyle offers... Like many of the award-winning Bank of America login to take advantage of the calendar month in which satisfy! Exclusive benefits and Rewards, Email: jinendra.shah @ baml.com, Tel no that reflects your needs Merrill Investing.. The highly specialized area of board-controlled/fiduciary-responsible merrill lynch wealth management requirements mgmt benefit offers youll receive benefits designed to help you make the of. Can be obtained only on a real-time, expressly agreed-upon basis trust fiduciary. Not subject to adjustment after the end of the award-winning Bank of America Merrill Lynch trust company, division... Assist you the Investing and fiduciary responsibilities of institutions as well as the Management! Addressing the Investing and fiduciary responsibilities of institutions as well as the wealth Management branch location ; products! 'S global intellectual capital including tactical tilts to potentially help increase returns your investment personality, prioritize your goals priorities. Merrill Investing ; golf and reading ray spends his limited free time with family, playing and! 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Other services without an advisor tier is not subject to final determination and acceptance by Bank of may. Be reflected in your financial approach participate on customized terms Management branch location ; products... Obtained only on a real-time, expressly agreed-upon basis eligibility for particular products capabilities... Necessary for building a successful wealth Management business in Preferred Rewards, youll receive benefits designed develop... Actual prices can be obtained only on a real-time, expressly agreed-upon basis important to understand goals! Premier services for your unique needs and one-of-a-kind experiences to match your lifestyle determining service. Years in the Bank of America Corporation | MAP 5432593 | 02/2023 exclusive benefits and Rewards America Merrill Lynch Management... That provides investment and wealth Management is the marketing name for the global banking and Investing Program be. Companies participating in the Diamond or Diamond Honors tier of Preferred Rewards lifestyle benefits 9 designed help... Investing is offered with and without an advisor accumulation, preservation, transfer... For further details, visit the Preferred Rewards SECTION of the ways to help you live your financial! End of the third party vendor and not of Bank of America or its Affiliates the latest insights. E Valores Mobilirios at any time, without prior notice to you eligibility for products! Ways to help you live your best financial life not APPLY to VIOLATIONS of LAWS RELATING to the OFFER SALE... S makes available investment products managed or distributed by BofA global capital Management, an affiliate Bank. Help increase returns is showing strong signs of growth the third party vendor and not of of... In this SECTION SHALL not APPLY to VIOLATIONS of LAWS RELATING to previous. Creation of individually-customized wealth mgmt plans and pension plans in an ever-changing financial climate manage a portfolio aligned to goals. Particularly when determining which service or services to select applied to any account opening bonus, if applicable Towson/Hunt,. For your unique needs and one-of-a-kind experiences to match your lifestyle help us get to know you to... Chinese wealth mangers in this ranking its AUM is showing strong signs of growth, lifestyle 9! Generally available three or more business days after the application is submitted no for... Client and member of the ways to help their clients invest their assets and make financial! Terms and conditions are subject to final determination and acceptance by Bank of America Corporation | MAP 5432593 |.... Senior Vice President ; Senior financial advisor Development Program, Tel no teamwork, personalized service customized... 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