Bank of America Private Bank / Merrill Lynch Wealth Management
UnverifiedBank of America's Global Wealth & Investment Management division combines Merrill Lynch Wealth Management and Bank of America Private Bank to serve clients from mass affluent to ultra-high-net-worth with comprehensive investment, banking, and advisory services.
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AUM
$4.3T
Team Size
29,800
Financial Advisors
18,000
Founded
1914
Clients Served
18,000,000
Track Record
111 years
Company Information
Headquarters
Charlotte, North Carolina, United States
Firm Type
Full-Service Bank
Global Offices
Charlotte, New York, Boston, Chicago, San Francisco, Los Angeles, Miami, Houston, Dallas, Atlanta, Seattle, Denver, Phoenix, plus 100+ Private Bank offices in 42 US markets
Services Offered
Core Services
Investment Approach
Client Profile
Client Types Served
Minimum Investment
$3,000,000 (Private Bank), $20,000 (Merrill Guided Investing with Advisor), $1,000 (Merrill Guided Investing)
Net Worth Focus
$250K-$1M, $1M-$10M, $10M-$100M, $100M+
Client Specializations
Fee Structure
Fee Types
AUM Fee Range
Customized based on client needs
Fee Transparency
Full Disclosure
Investment Focus
Focus Areas
Geographic Focus
Global
Investment Philosophy
Active, Passive, Hybrid, ESG-Integrated
ESG Approach
ESG Options Available
Alternative Investment Access
Digital & Technology
Reporting
Real-time
Digital Features
Recognition & Awards
Client Satisfaction
94.5%
Global Ranking
#3
Industry Awards
Leadership Team
Brian Moynihan
Chair and CEO, Bank of America
Lindsay Hans
President and Co-Head, Merrill Wealth Management
Eric Schimpf
President and Co-Head, Merrill Wealth Management
Katy Knox
President, Bank of America Private Bank
Mark Sutterlin
Head of Alternative Investments
Rob Romano
Head of Ultra High Net Worth Advisory Group
This is an unverified wealth manager profile written by FundScouter and may contain inaccuracies.
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