At Merrill Lynch, we believe that understanding what matters most to you is critical to a successful investing strategy. Through a dedicated one-on-one relationship between you and your Merrill Lynch advisor, we are able to design a comprehensive strategy around you.
Youll have a more complex view of your total financial picture with single login access between Bank of America banking and Merrill Lynch brokerage accounts.
We Believe trust comes from transparency, which is why our advisors lay out everything you can expect from the beginning. So youll know what were doing, how youre tracking toward your goals, and what youre paying.
Drawing from award-winning research, your advisor will work with our investment professionals to provide you with strategies based on your unique needs.
BofA Merrill Lynch Global Research was named one of the top global research firms in 2017 by Institutional Investor magazine for the seventh year in a row.
Merrill Lynch Wealth Management
Robyn Lawhon, CFP,
730 West Lancaster Blvd, Suite 103 Lancaster, California 93534