A complete list of active advisors currently associated with Merrill

Warmer can help you find a great advisor at Merrill or one who fits your needs even better.

Merrill serves a broad range of clients — individuals (including high‑net‑worth and non‑HNW), retirement plans, corporations, pension and profit‑sharing plans, charities and institutional clients — by offering managed account programs, selection of third‑party managers, discretionary portfolio management, brokerage execution and custody services. The firm delivers these services through dedicated personal financial advisors and a parallel MFSA channel, plus an affiliated registered broker‑dealer and an investment adviser affiliate for managed account implementation. Investment management is delivered through multiple Program Strategy types (Managed, Custom Managed, Premium Access, Defined and Personalized) that permit either client or advisor discretion, and through an extensive roster of manager‑constructed strategies (the brochure cites several hundred Style Manager Strategies and PAS offerings). The firm’s CIO and platform oversight govern manager selection and monitoring, and Merrill has recently highlighted tax‑focused capabilities — including rule‑based tax‑efficient overlay services and a new Tax Efficient Transition (TET) service — as part of its implementation toolkit. Compared with many peers, the brochure underscores Merrill’s deep integration with Bank of America affiliates (including BofA Securities, Inc.) and the broader banking and capital‑markets platform that supports trading, lending and cash sweep arrangements; that affiliation can include capital‑markets activity (e.g., execution and underwriting) not common to all advisory firms. The brochure describes material program changes (see Item 2) and, unlike many large institutions, does not disclose client‑facing disciplinary events in its disclosures (see Item 9 headings), and it places primary emphasis on managed account and manager‑selection capabilities rather than a stand‑alone financial‑planning product.

To learn more about the advisors currently working at Merrill, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.