What Does Merrill Edge Do?

Total employees1647
HeadquartersCharlotte
Founded2010

Merrill Edge is a self-directed online brokerage platform offered by Bank of America. It empowers investors to manage their own portfolios with a wide range of investment choices, including stocks, ETFs, options, mutual funds, and fixed income. Users benefit from robust research tools, educational resources, $0 online stock, ETF, and option trades, and seamless integration with Bank of America banking services. Merrill Edge caters to various investors, from beginners seeking guidance to experienced traders looking for advanced tools and competitive pricing. It combines the convenience of online access with the backing and resources of a major financial institution.

Where Is Merrill Edge's Headquarters?

HQ Function

Serves as the global headquarters for Bank of America, the parent company of Merrill Edge. It houses key executive leadership and central corporate functions including strategy, finance, risk management, technology oversight, and legal departments that support all of Bank of America's business lines, including the Merrill Edge platform.

Notable Features:

The Bank of America Corporate Center is a prominent skyscraper in Charlotte's skyline, known for its distinctive crown-like top. The complex includes modern office spaces, employee amenities, and public art installations.

Work Culture:

Bank of America's work culture emphasizes customer focus, responsible growth, risk management, and teamwork. For teams supporting Merrill Edge, this translates to a focus on delivering innovative digital investment solutions, providing excellent client service, and adhering to high ethical standards within the financial services industry.

HQ Significance:

The Charlotte headquarters is central to Bank of America's global operations and strategy, providing the foundational support and direction for all its divisions, including the technology, resources, and compliance framework for Merrill Edge.

Values Reflected in HQ: The headquarters building reflects Bank of America's stature as a major financial institution, its commitment to the Charlotte community, and its focus on providing comprehensive financial services, which includes the accessible investment solutions offered through Merrill Edge.

Location:

Merrill Edge primarily serves clients residing in the United States. While its parent company, Bank of America, has a significant global presence, the Merrill Edge self-directed investment platform and its specific services are tailored to U.S. residents and subject to U.S. regulations. International clients may be served by other Bank of America or Merrill Lynch Wealth Management divisions depending on their location and needs.

Street Address:

100 North Tryon Street

City:

Charlotte

State/Province:

North Carolina

Country:

USA

Where Else Does Merrill Edge Operate Around the World?

New York, New York, USA

Address: One Bryant Park, New York, NY 10036 (Bank of America Tower)

Serves as a key hub for Bank of America's East Coast operations, including wealth management and investment services available to Merrill Edge clients.

Chicago, Illinois, USA

Address: 110 N Wacker Dr, Chicago, IL 60606 (Bank of America Tower Chicago)

Supports Bank of America's client base in the Midwest, offering access to a full suite of financial products, including Merrill Edge's self-directed investment platform.

Buying Intent Signals for Merrill Edge

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Merrill Edge? Meet the Executive Team

As of April 2025, Merrill Edge' leadership includes:

Brian Moynihan - Chairman and CEO, Bank of America
Lindsay Hans - President and Co-head of Merrill Wealth Management
Eric Schimpf - President and Co-head of Merrill Wealth Management
Kabir Sethi - Head of Merrill Self-Directed, Bank of America

Who's Investing in Merrill Edge?

Merrill Edge has been backed by several prominent investors over the years, including:

Berkshire Hathaway Inc.
The Vanguard Group, Inc.
BlackRock Inc.
State Street Corporation
FMR LLC (Fidelity)

What Leadership Changes Has Merrill Edge Seen Recently?

Hire2
Exits1

Bank of America's wealth management division, which includes Merrill, has seen key leadership transitions, notably with the appointment of new co-heads for Merrill Wealth Management following a high-profile departure.

Departures

Andy Sieg, Andy Sieg departed his role as President of Merrill Lynch Wealth Management to join Citigroup.

New Appointments:

Lindsay Hans, Lindsay Hans appointed President and Co-head of Merrill Wealth Management.
Eric Schimpf, Eric Schimpf appointed President and Co-head of Merrill Wealth Management.

What Technology (Tech Stack) Is Used byMerrill Edge?

Discover the tools Merrill Edge uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Merrill Edge Email Formats and Examples

Bank of America, the parent company of Merrill Edge, commonly uses a few standard email formats for its employees, including those supporting Merrill services. These formats typically involve combinations of the employee's first name and last name. For Merrill Lynch specific roles, formats like [first].[last]@ml.com or [first]_[last]@ml.com were historically common, but with integration, @bofa.com is prevalent.

[first].[last]@bofa.com

Format

jane.doe@bofa.com

Example

85%

Success rate

What's the Latest News About Merrill Edge?

Bank of America Investor RelationsApril 16, 2024

Merrill Edge Parent Bank of America Reports Strong Growth in Self-Directed Client Assets

In its Q1 2024 earnings report, Bank of America announced that its self-directed client assets, primarily through Merrill Edge, grew 24% year-over-year to $404 billion, highlighting significant momentum in its online investment platform....more

Bank of America NewsroomJune 7, 2023

Merrill Edge News: Bank of America Introduces Merrill Advisor Match™

Bank of America launched Merrill Advisor Match™, a research-based digital service to connect individuals with Merrill financial advisors. This tool helps prospective clients find an advisor aligned with their financial goals and preferences, enhancing access to personalized financial advice within the Merrill ecosystem, which complements the self-directed services of Merrill Edge....more

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