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Work one-on-one with your dedicated advisor team who will help you build a comprehensive financial strategy designed to help grow and preserve your wealth. The Sites do not constitute a solicitation to enter into a transaction involving financial instruments, is not being distributed in the context of a public offer in France within the meaning of Article L. 411-1 of the Monetary and Financial Code, and has thus not been submitted to the COB for prior approval and clearance procedure. May Lose Value. Through Fiduciary Advisory Services, we can help you design and maintain an investment menu. Merrill Lynch financial advisors' pay structure will likely see few changes for the coming year. This Agreement shall be governed by and construed under the law of the State of New York and the Federal law of the United States. To select a Premium Access Strategy, you must meet eligibility requirements and enter into a separate agreement with the PAS manager. Merrill Lynch Wealth Management. 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Amount of discount (0.125% for Gold tier, 0.250% for Platinum tier, 0.375% for Platinum Honors tier, 0.625% for Diamond tier and 0.750% for Diamond Honors tier) is based on the rewards tier at the submittal of home equity application and is not subject to adjustment after the application is submitted. Act as liaison between institutional clients and Merrill's Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the clients investment goals and objectives. This document and its content are for information purposes and shall not be interpreted as banking or financial intermediation, business solicitation and/or public offering of any kind. "Merrill Lynch" is the trademark that Bank of America Corporation uses in the Republic of Argentina for its capital market, financial advisory and investment businesses, which are conducted by and through Merrill Lynch Argentina S.A.. 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Ouvidoria Bank of America Merrill Lynch1 | DDG: 0800 886 2000 | e-mail: ouvidoria_bamlbrasil@baml.com, 1 Bank of America Merrill Lynch Banco Mltiplo S.A. e Merrill Lynch S.A. Corretora de Ttulos e Valores Mobilirios. Registered Senior Wealth Management Client Associate. MLPF&S is a registered broker-dealer, registered investment advisor, Member SIPC and a wholly owned subsidiary of BofA Corp. Youll have access to our lifestyle benefits premium offers, experiences and services curated across luxury categories including travel, style, wine, sports, personal services, automotive and more. 2023 Bank of America Corporation | MAP 5432593 | 02/2023 Securities, corporate advisory and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Account fees: 5 out of 5 stars. Fees Under Merrill Lynch Wealth Management. 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This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Julius Baer. Merrill is not responsible for and does not endorse, guarantee Recommend investment solutions leveraging Merrill'sthorough and rigorous due diligence process. Learn more about Pillar Wealth Management and Merrill Lynch Wealth Management fees. Brokerage and investment advisory servicesare provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch,Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill), a duallyregistered broker-dealer and investment adviser andMember SIPC. To enroll in MyMerrill, visit www.mymerrill.com. Please refer to your cards Program Rules for details about how you will receive the Preferred Rewards Bonus. Other terms and conditions apply. Report providing fund analysis and market trends. Merrill Guided Investing is offered with and without an advisor. Program Rules are mailed upon account opening and are accessible through the rewards redemption site via Online Banking or by calling the number on the back of your card. 11333 MCCORMICK RDHUNT VALLEY, It is important to understand the differences, particularly when determining which service or services to select. Bank of America Preferred Rewards Get Started screen on mobile device. Please refer to the Fiduciary Advisory Services Brochure for information on the program including a description of the series and related fees.2 Education and Plan Services are non-fiduciary services required for Advisor Alliance clients and optional for MLII clients.3 IPS service is not available for FAS Discretionary. We provide access to abroad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Julius Baer - $388.3 billion. That's why we offer solutions for any wealth management scenario. FURTHERMORE, Bank of America WILL NOT BE LIABLE FOR ANY DELAY, DIFFICULTY IN USE, INACCURACY OF INFORMATION, COMPUTER VIRUSES, MALICIOUS CODE OR OTHER DEFECT IN THE SITES, OR FOR THE INCOMPATIBILITY BETWEEN THE SITES AND FILES AND THE USER'S BROWSER OR OTHER SITES ACCESSING PROGRAM. Your colleagues will not be contacted or approached. The origination fee reduction ($200 for Gold tier, $400 for Platinum tier and $600 for Platinum Honors tier) will not exceed the amount of the Lender Origination Fee. To allow us to apply and disclose the interest rate reduction and close the loan timely, we encourage Diamond and Diamond Honors tier clients to enroll in PayPlan as soon as possible and prior to the expected loan closing date. Due to limited availability, some offers may be open only to a limited number of Preferred Rewards members. . our Preferred Rewards Program is not only about rewards. You will not receive the Preferred Rewards bonus when you redeem your Cash Rewards or Points. The Preferred Rewards bonus for eligible cash rewards credit cards will be applied after all base and bonus cash rewards have been calculated on a purchase. Terms and conditions apply. For details on all of the rewards and benefits available to you, visit My Rewards or contact your advisor today. Andy Sieg has been the head of Merrill Lynch Wealth Management since 2017. Merrill Lynch Wealth Management's revenue for 2021 through the third quarter grew 19% from a year ago to a record $4.5 billion and it saw record client balances of $3.1 trillion, it also said . Standard underwriting guidelines and credit policies apply. The Sites are made available only to professional investors as such term is defined in the Securities Sales Prospectus Act. Bank of America Private Bank clients qualify to enroll in the Diamond tier, and may qualify for the Diamond Honors tier based on their qualifying Bank of America, Merrill, and Private Bank balances. You must have a qualifying balance of at least $20,000 for the Gold tier, $50,000 for the Platinum tier, $100,000 for the Platinum Honors tier, $1,000,000 for the Diamond tier and $10,000,000 for the Diamond Honors tier. Withdrawals, balance inquiries and balance transfers, For mobile and online orders only, includes free standard shipping, Mortgage origination fee reduction or Interest rate reduction on new purchase or refinance mortgage, PayPlan must be established for interest rate reduction, Home Equity Line of Credit interest rate discount, Auto purchase or refinance loan interest rate discount. A young prodigy at Merrill, Heller earned the firm's Executive Club designationgranted to advisors who meet certain production and tenure requirementsas soon as he met the tenure requirement. 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Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation including Bank of America, National Association, Canada Branch (BANA CB ) which is an authorized foreign bank regulated by the Office of the Superintendent of Financial Institutions. or monitor content, availability, viewpoints, products or services that are offered or expressed on other Here's how it works: We gather information about your online activities, such as the searches you conduct on our Sites and the pages you visit. Discounts are only available on auto loan applications submitted by you directly to Bank of America through its website, Financial Centers, or Bank call centers. If your enrollment in the Preferred Rewards program is discontinued, the interest rate booster may be discontinued. This preferred interest rate discount is not reflected in our published rates on our website but will be reflected in the interest rate quoted upon loan approval. They have three beautiful girls Savannah, Charlotte and Madison. Preferred Rewards benefits are non-transferable and are not available with Custom Residential Real Estate financing. Advanced portfolio construction techniques combined with client specific objectives and Merrill's capital market guidance. The viewing or distribution of the Sites may be restricted by law in certain jurisdictions. What day(s) of the week are most convenient for you? services/strategies, retirement plan services, & endowment fund investment mgmt. Message and data rates may apply. Due to limited availability, some offers may be open only to a limited number of Preferred Rewards members. The Sites may, from time to time, provide Client with various licensed programs ("Licensed Programs") from third-party vendors ("Vendors") which have been licensed by Bank of America for Client use and/or which require Client to sign a third-party license agreement ("License Agreement"). and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India. Access to the Sites is by invitation only to institutional investors. Certain factors, which may not have been assessed for purposes of these valuations, including, for example, notional amounts, credit spreads, underlying volatility, costs of carry or use of capital and profit, may substantially affect a stated valuation. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. Loyalty programs were defined as all reward programs that provided the customer with a benefit when purchasing or using the products or services of the associated brands. Access to the Sites is by invitation only to financial institutions as defined under the Law Concerning Foreign Securities Firms. Your agreement for the use of this Site is with the Hong Kong branch of Bank of America, N.A. For information about rates, fees, other costs and benefits associated with the use of these credit cards, please visit the website. MLPF&S is a registered broker-dealer,registered investment adviser,Member SIPCand a wholly owned subsidiary of BofA Corp. 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. An indicative valuation may differ substantially from an actual value. Steve works w/ businesses & charitable organizations by providing cash mgmt. 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Bank of America Checking and Savings Accounts. 9You must be enrolled in the Diamond or Diamond Honors tier of Preferred Rewards to be eligible for these benefits or events. mission is simple: to help institutional investors pursue their goals through insightful investment guidance and thoughtful management of their financial assets. Investing involves risk. Bank of America Mexico, S.A., Institucin de Banca Mltiple is a banking affiliate in Mexico of Bank of America Corporation. Their task is to help their clients invest their assets and make sound financial decisions. Each month, well review your program balance to see if youve reached a higher tier. Banking activities may be performed by wholly owned banking affiliates of BofA Corp.,including Bank of America, N.A., Member FDIC. 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My team and I take pride in helping successful entrepreneurs, business owners and executives preserve and grow their financial . Merrill Lynch charges a program fee for the Merrill Lynch Investment Advisory Program that consists of a Merrill Lynch Fee Rate and a Style Manager Expense Rate. Client acknowledges and agrees that the Sites, and all intellectual property and proprietary rights therein and thereto, anywhere worldwide, including such rights in copyrights, trademarks, service marks, trade dress, patents, patent applications and trade secrets and other proprietary and/or confidential information (collectively, "IP"), are the valuable property of Bank of America and/or its affiliates and licensors. If you wish to obtain further details about any information contained through the Sites, there are several areas on the Sites that will provide you with contact information. You hereby consent and submit to jurisdiction in the Federal or state courts of the State of New York, U.S.A. You hereby irrevocably waive your rights to a jury trial. Any information, services, or securities offered via the Sites are intended to be available only to residents of Argentina, Brazil, Canada, France, Germany, Hong Kong, Ireland, Japan, Italy, Korea, the Netherlands, Singapore, the United States and the United Kingdom. Located in the heartland of the country, our team's sole mandate is the care and protection of our families. Do I need a MyMerrill or Bank of America login to take advantage of the lifestyle benefit offers? We strive to provide you with information about products and services you might find interesting and useful. Client acknowledges that it is acting for its own account, and it has made its own independent decisions to enter into a Transaction and as to whether a Transaction is appropriate or proper for it based upon its own judgment and upon advice from such advisors as it has deemed necessary. Equal Opportunity Lender. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized . Programs, rates, terms and conditions are subject to change without notice. 2019 Bank of America Corporation. ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. alter, decompile or reverse engineer any software component of the Sites. Like many of the Chinese wealth mangers in this ranking its AUM is showing strong signs of growth. It is important to understand the differences, particularly when determining which service or services to select. Planning ) and other traditional investments and passionate advocates for financial wellness on your side we solutions. 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