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Merrill Lynch is a leading American wealth management and investment company. Founded in 1914, it was acquired by Bank of America in 2009 and now operates as Merrill Lynch Wealth Management, a key division of Bank of America's Global Wealth and Investment Management (GWIM) unit. Merrill provides a wide range of services including investment advisory, financial planning, retirement solutions, brokerage, and wealth management for individuals, families, and businesses. It combines its long-standing expertise with the extensive resources of Bank of America to serve its clients globally.
Serves as a primary operational hub for Merrill Lynch Wealth Management, encompassing advisor support, client services, investment strategy, and product development.
Located within Brookfield Place, a modern office complex in Lower Manhattan offering state-of-the-art facilities, proximity to the financial district, and Hudson River views.
Characterized by a client-focused, performance-driven environment with an emphasis on financial expertise, ethical practices, and collaboration, integrated within the broader Bank of America corporate culture.
Symbolizes Merrill Lynch's enduring legacy in the financial services industry and its continued role as a leading wealth management provider in New York City and globally.
As an integral part of Bank of America, Merrill Lynch leverages a vast global network to serve clients across the Americas, Europe, the Middle East, Africa (EMEA), and Asia Pacific. Key functions supported globally include personalized financial advisory, comprehensive portfolio management, retirement and trust services, estate planning services, and access to Bank of America's global banking and markets capabilities. This international footprint allows Merrill to provide localized expertise with a global perspective to its diverse clientele.
250 Vesey Street
New York
NY
USA
Address: Bank of America Tower, 110 N Wacker Dr, Chicago, IL 60606
Key center for client engagement and advisor support in the Midwestern United States, connecting clients to global market insights and Bank of America's broader capabilities.
Address: Bank of America Merrill Lynch Financial Centre, 2 King Edward St, London EC1A 1HQ, UK
Serves as a key hub for Merrill Lynch's international wealth management clients, facilitating access to global investment opportunities and cross-border financial solutions.
Address: 555 S Flower St, Los Angeles, CA 90071 (Bank of America Plaza)
Supports Merrill Lynch's significant presence in California and the Western U.S., catering to affluent individuals, entrepreneurs, and entertainment industry professionals.
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.
As of April 2025, Merrill Lynch' leadership includes:
Merrill Lynch has been backed by several prominent investors over the years, including:
Over the past year, Merrill Lynch Wealth Management saw a key leadership consolidation with Lindsay Hans becoming the sole President. This followed the departure of Eric Schimpf, who had served as Co-President. These changes aim to streamline leadership and continue focusing on strategic growth within Bank of America's wealth management division.
Discover the tools Merrill Lynch uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
As part of Bank of America, Merrill Lynch employees generally use email addresses associated with Bank of America (bofa.com) or, for some legacy or specific roles, Merrill Lynch (ml.com). The most common formats typically involve a combination of the employee's first and last names.
[first].[last]@bofa.com or [first_initial][last]@bofa.com (similarly for ml.com)
Format
jane.doe@bofa.com or jdoe@ml.com
Example
80%
Success rate
Reuters • January 10, 2024
Eric Schimpf, who co-headed Merrill Wealth Management, a unit of Bank of America, stepped down from his role. Lindsay Hans, who shared the leadership position with Schimpf, became the sole president of the unit....more
AdvisorHub • February 28, 2024
Merrill Lynch successfully recruited a prominent father-son advisory team previously with First Republic Bank. The team, managing approximately $10.5 billion in client assets, joined Merrill's private wealth division in San Francisco, highlighting ongoing talent acquisition efforts....more
Barron's • May 7, 2024
Merrill Lynch is significantly investing in Artificial Intelligence (AI) to enhance its advisors' capabilities. President Lindsay Hans detailed plans for AI tools to assist with tasks like summarizing client calls, drafting communications, and portfolio analysis, aiming to free up advisors' time for deeper client engagement....more
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