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bank of america preferred rewards. Bank. Borrow. Invest. Get rewarded for it. With Preferred Rewards 3, you can enjoy benefits tailored for you based on all the ways you work with us – like banking with Bank of America and investing with Merrill.
Get one-on-one guidance from a dedicated financial advisor with Merrill Lynch Wealth Management. Learn more about how you can grow and preserve your wealth.
Take advantage of easy-to-use online tools and resources with Merrill Edge Self-Directed Investing. Learn how to start investing on your own today.
Balances include your combined, qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 Plans).
Merrill Guided Investing. Merrill Guided Investing provides the guidance you need to help pursue your investing goals. Get a portfolio that's built, monitored and rebalanced by Merrill investment professionals for a low $1,000 minimum investment. Merrill Guided Investing is an Investment Advisory Program. 1, 2.
A Financial Solutions Advisor can provide a recommended investment strategy/managed portfolio through Merrill as well as access to Bank of America banking solutions for cash management, savings, credit, lending and more.
My name is Zaed Shamoon, and I’m a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.
My name is C. Jeff Hill, and I’m a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.
My name is Ronnie Jesse, and I’m a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.
My name is Michael Boren, and I’m a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.