You can meet one-on-one with a Merrill Edge Financial Solutions Advisor™—at one of over 2,000 select Bank of America financial centers or over the phone. Working together, you can create your own Merrill Edge Roadmap®, a personalized action plan that’s aligned with your life priorities, investment goals, and investor profile.
Your action plan will include an asset allocation strategy to help you build a balanced portfolio of investments aligned to your investment goals, risk tolerance, liquidity needs, and time horizon.
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Your Financial Solutions Advisor will provide specific investment recommendations tailored to your needs from Merrill Edge’s wide range of stocks, bonds, ETFs, well-known mutual funds, annuities and other investments.
As part of your overall investment strategy, you may also consider Merrill Edge Select® Portfolios — professionally managed by Merrill Lynch investment professionals