Merrill, advisory group and Bank of America

Bank of America’s Merrill Wants to Serve More Ultrawealthy Clients. Here’s How.
The company is creating a new team of specialists to better connect advisors and their rich clients with other parts of Bank of America.
Bank of America's Merrill puts focus on ultra-wealthy clients with new advisory group
BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with substantial assets. The 25-person group will collaborate with advisors to provide personalized wealth and investment solutions tailored to the complex needs of ultra-high-net-worth clients.
Merrill starts UHNW advisory group, targeting $10M+ clients
Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.
Merrill sharpens ultra-high-net-worth focus with new advisory group
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized lending, and more complex services for elite clients.
Wealth Management for UHNWIs: Merrill Introduces Ultra-High-Net-Worth Advisory Group
Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists.
Merrill Wealth Management forms advisory group to serve UHNW clients
The new group will help advisors build tailored portfolios for clients with custom asset allocation and multi-asset strategies.
Noise Is Your Biggest Enemy, According To This $1.8 Billion Merrill Lynch Team
Laurella, Roundy & Associates are cautiously optimistic about markets in 2025, predicting a comeback in small cap stocks and ...
Former Merrill Boss’ New Firm Lures Its First Team
Lee Woodring and Robert LeRoy are joining Indivisible Partners from Merrill Lynch, where they helped lead a $640 million team ...
Will Cavs have Isaac Okoro and Sam Merrill for showdown with Thunder?
Sources tell cleveland.com that defensive-minded swingman Isaac Okoro will return to the lineup against the Oklahoma City ...
Padres ownership’s family fight raises questions about operation of team
A lawsuit filed by late owner Peter Seidler's widow against two of his brothers may complicate matters for San Diego's front ...
Cavaliers' Sam Merrill: Available vs. Toronto
Merrill (ankle) is available for Thursday's game against the Raptors, Chris Fedor of The Cleveland Plain Dealer reports. Merrill didn't play Thursday against the Thunder, but he's healthy enough to ...
MLive- Flint/Saginaw/Bay City on MSN13d
Merrill sex offender who exposed child to HIV charged with downloading child porn
BAY CITY, MI — A Merrill man already required to register as a sex offender for exposing a child to HIV has been newly ...