Merrill Lynch
This role involves helping clients uncover their personal banking needs, offering appropriate financial solutions, and connecting them to specialists. It focuses on building and deepening client relationships through proactive engagement and personalized service in a financial center environment.
Headquarters
New York, New York, United States
Company Size
10001+ employees
Founded
1914
Merrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.
Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients
Sep 4, 2025
Merrill Has Mostly Dropped ‘Lynch’ From Its Corporate Brand. But Not Everywhere.
Dec 17, 2025
$129B Merrill breakaway team launches with Dynasty as wirehouse files lawsuit
Sep 24, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Merrill Lynch.
36% below the average for this role
Merrill Lynch Sues Dynasty Over $129B RIA Exodus
Sep 24, 2025
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