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.”).
Oct 22, 2016 · Merrill Lynch is the wealth management division of Bank of America, one of the world's largest financial institutions.With over $2.2 trillion in client assets it is the world's largest brokerage. More than 60,000 professionals in 40 countries combine local market expertise with Merrill Lynch's substantial global product resources, technology and capital.
1 Preferred Rewards for Wealth Management Program. You are eligible to enroll in the Preferred Rewards for Wealth Management program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill investment ...
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. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware.
Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. BBV Wealth Management Group 312.696.2163 CLEMENTE WEALTH MANAGEMENT GROUP