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Merrill Private Wealth Management
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 * Merrill® Private Wealth Management
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PURSUING PROSPERITY TOGETHER

Navigating complex wealth requires more than making investing decisions. A
trusted confidante can help you step back and see the big picture. Your Merrill
Private Wealth Advisor is that steadfast guide, advocating for you, your family,
and the people and causes you care about.




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Working with us Find an advisor


 * MARKET BRIEFS
   
   Breaking insights on the economy, market volatility, policy changes and
   geopolitical events.
   
   Quick reads


 * FINANCIAL PLANNING
   
   Gain the power of perspective with financial planning at Merrill.
   
   Learn more


 * LET'S TALK INVESTMENTS
   
   Do you know the trends affecting your investments in today's markets? Hear
   from our experts.
   
   Watch now


 * PROTECTING YOURSELF AND YOUR FAMILY
   
   Learn more about the proactive measures you and your family can take to be
   cyber secure.
   
   Explore now


WE’RE FOCUSED ON WHAT MATTERS MOST TO YOU

 


 * WORKING WITH US
   
   Resources and perspectives inform a strategy designed around your needs.
   
   See how


 * SOLUTIONS & SERVICES
   
   Specialized solutions and services designed to help you address the
   challenges and opportunities significant wealth can bring.
   
   Learn more


 * RESEARCH & INSIGHTS
   
   Some of the brightest minds in the financial industry share their expertise.
   
   Read more

 * Privacy
 * Security
 * Web Accessibility
 * Legal Information
 * Contact Us
 * ML.com
 * Form CRS & Other Resources
 * BrokerCheck
 * Advertising Practices
 * Your Privacy Choices




Investing involves risk. There is always the potential of losing money when you
invest in securities. Past performance does not guarantee future results. Asset
allocation, rebalancing and diversification do not guarantee against risk in
broadly declining markets.


Merrill, its affiliates, and financial advisors do not provide legal, tax, or
accounting advice. You should consult your legal and/or tax advisors before
making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the
purchase or sale of any security or investment strategy. Merrill offers a broad
range of brokerage, investment advisory (including financial planning) and other
services. Additional information is available in our Client Relationship
Summary. 

This material does not take into account a client’s particular investment
objectives, financial situations, or needs and is not intended as a
recommendation, offer, or solicitation for the purchase or sale of any security
or investment strategy. Merrill offers a broad range of brokerage, investment
advisory (including financial planning) and other services. There are important
differences between brokerage and investment advisory services, including the
type of advice and assistance provided, the fees charged, and the rights and
obligations of the parties. It is important to understand the differences,
particularly when determining which service or services to select. For more
information about these services and their differences, speak with your Merrill
financial advisor.

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.”). MLPF&S is a registered broker-dealer, registered
investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad
array of personalized wealth management products and services. Both brokerage
and investment advisory services (including financial planning) are offered by
the Private Wealth Advisors through MLPF&S. The nature and degree of advice and
assistance provided, the fees charged, and client rights and Merrill’s
obligations will differ among these services. Investments involve risk,
including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are
offered by licensed banks and trust companies, including Bank of America, N.A.,
Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services, including assets managed by
the Specialty Asset Management team, are provided by Bank of America, N.A.,
Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA
Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America
Corporation.


Insurance and annuity products are offered through Merrill Lynch Life Agency
Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America
Corporation.


INVESTMENT, INSURANCE AND ANNUITY PRODUCTS:





Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are
Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking
Service or Activity

© 2024 Bank of America Corporation. All rights reserved.

Patent: patents.bankofamerica.com

6985238-EXP-2026-03-05


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IMPORTANT NOTICE: YOU ARE NOW LEAVING MERRILL PRIVATE WEALTH MANAGEMENT (MPWM).

Clicking CONTINUE will take you to a website that Merrill Private Wealth
Management is not affiliated with and may offer a different privacy policy and
level of security. We are not responsible for and do not endorse, guarantee or
monitor content, availability, viewpoints, products or services that are offered
on other websites. Clicking RETURN TO MPWM will take you back to the previous
page.

CONTINUE RETURN TO MPWM






 * YOUR PRIVACY CHOICES


 * SHARING AND SELLING OF PERSONAL DATA

YOUR PRIVACY CHOICES

This feature allows you to manage your privacy choices. By selecting a category,
you can learn about your choices and make changes. Selections you make will
update your default settings. Where possible, we will provide you with a single
privacy profile and store settings across our brands. Occasionally there are
legal or technical limitations, where you have multiple user names or accounts,
that may prevent this from occurring. You should check your settings for
accuracy based on your relationship with us.
Local Privacy Notices and Requirements
The Privacy Choices displayed are specific to your local privacy requirements
and our privacy notices. For more information about how we protect your privacy,
including specific rights that may apply, please visit the Institutional
Privacyand the Consumer Privacypages.
Marketing Preferences
To manage your general marketing preferences, please visit the “Control how we
can share your data and market to you” form on our Privacy Page.
California Residents
To learn more about your privacy rights as a California resident, please see our
California Consumer Privacy Act Notice.
To exercise your CCPA consumer rights to request, correct or delete your
personal information, please visit our CA Personal Information Request form.
To opt out of sharing and selling, open the “Sharing and selling of Personal
Data” tab and make a selection.
More information

SHARING AND SELLING OF PERSONAL DATA

Sharing and Selling of Personal Data


Bank of America does not sell personal information, but we may share personal
information for targeted advertising. You have the right to opt-out of the
selling or sharing of your personal information.

By switching the toggle to the left and clicking save, you are indicating that
you do not want us to sell your personal information or share your personal
information for online targeted advertising activities.

If you do not have an account or if you are not logged into your account, your
request to opt-out of sale/sharing will be linked to your browser identifier
only and not linked to any account information because the connection between
your browser and the account is not known to us.

At any time, you may change your preference setting using the toggle bar. Any
manual adjustment will override previous settings.

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