Merrill Global Capital

Benefit from the experience
and strength of Merrill Lynch

Our professional team will wholeheartedly help you discover potential opportunities and provide personalized investment strategies

Explore services

Empowering your investing goals

Providing comprehensive services for high-net-worth and ultra-high-net-worth individuals, families, and businesses

1 +

YEARS OF COMMITMENT TO OUR CLIENTS AND THEIR FAMILIES

1 %

client satisfaction

$ 1 T

IN CLIENT BALANCES
AT YEAR-END 2025

Merrill advisors are consistently ranked at the top of the industry for exceptional service, investing guidance and financial planning.

ML® and Bank of America solutions

Planning for tomorrow. Balancing priorities. Pursuing new opportunities. Access to everything you need to help build, grow and preserve your wealth -- all with one point of contact.

Powerful insights and research

Get access to the latest perspectives on the markets and global economy, as well as trends shaping investing opportunities.

The Power of the Right Advisor®

Merrill advisors take the time to listen to your needs. Together, you’ll work to create a personalized financial strategy driven by what matters most to you.

Unparalleled convenience

Exceptional service from Merrill teams at more than 500 offices in 100 local markets, plus access to Bank of America’s 3,700 financial centers across the U.S.

Gain the power of perspective with financial planning at Merrill

We’ve created a financial planning experience you can’t get anywhere else — one that gives you perspective into your total financial life. Financial planning feels very different here. It’s tangible, it’s actionable and it’s designed around your unique needs.

Understand where you are today

Get one of the industry’s most comprehensive views into your wealth with a personalized plan that clearly and visually shows your financial picture.

Out of the investors who believe they are receiving comprehensive advice, only one-in-four actually is.

Set goals for tomorrow

See what’s truly possible with a plan and easily compare potential scenarios, such as retiring early, buying a second home, and more.

Confidence to reach financial goals increases over 25% with a financial planning report.

See how you’ll get there

With powerful analytics and advice from your advisor, you'll see the impact of your financial decisions, determine if you’re on track and get steps to pursue your goals.

Satisfaction with investment performance increases almost 30% with a financial planning report.

Common financial planning myths

Financial planning needs to happen all at one time

When you work with a Merrill advisor, you get to choose how you want to experience planning. Perhaps you like to tackle one pressing question at a time, or you prefer to do it all at once, that’s up to you.

Financial planning is hard and time-consuming

Merrill advisors help make financial planning easy, guiding you through the process. And when life changes, priorities shift or markets go sideways, your advisor is right there with you to provide thoughtful guidance.

Financial planning for multiple goals is too challenging

Our advisors are experienced at solving complex financial situations including those with competing goals. We can help you prioritize and explore trade-offs so you can make more informed decisions.

Ready for a fresh perspective?

Work with a Merrill advisor to access a truly comprehensive planning experience.

Benefit from the experience and strength of Merrill Lynch