With Merrill Lynch fueling its wealth management division, Bank of America topped the category by scoring highly in a variety of metrics, including number of advisors (more than 18,000 at last count) and net revenue for wealth and asset management, as well as earning high marks for market perception and from Bank Director's panel of experts. There are exceptions, though the minimum for the Managed Account Service is $100,000. There is no annual fee for Merrill Lynch wealth management account. 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. At Bank of America, we are committed to improving the financial lives of our clients through the power of responsible growth. Thenature and degree of advice and assistance provided, the fees charged, and clients rights and Merrills obligations will differ depending upon the products and services actuallyprovided. Banking, mortgage and home equity products offered by Bank of America, N.A. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of SIPC, and, in other jurisdictions, by locally registered entities. MD21031. A base salary through the full three plus years in the Financial Advisor Development Program. The Merrill Wealth Management Team Financial Advisor (TFA) engages in: Developing a book of business in order to meet and exceed the required performance hurdles. Preferred Rewards benefits are non-transferable and are not available with Custom Residential Real Estate financing. 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. NOR WILL Bank of America BE LIABLE FOR ANY OTHER PROBLEMS EXPERIENCED BY THE USER DUE TO CAUSES BEYOND THE Bank of America's CONTROL. Bank of America shall assign to each Authorized Person a unique User ID ("User ID") and a corresponding password and/or other access codes (each, an "Access Code") to enable Authorized Persons to access and use such functions within the Sites as Client shall authorize. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. I run a wealth management group at Merrill Lynch Wealth management. Client agrees that it shall independently confirm any such information presented through the Sites before relying on such information. Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns. The program includes resources on how to acquire clients, enhance relationships, provide tailored strategies and more. Minimum FDIC protection. 9. You acknowledge that you have the appropriate technological equipment to use the Sites and to receive email via the Internet and understand that your use of the Internet may incur certain operational costs such as monthly fees for a service provider. Terms and fulfillment of the offers is the responsibility of the third party vendor and not of Bank of America. 1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill). Also, if you opt out of online behavioral advertising, you may still see ads when you sign in to your account, for example through Online Banking or MyMerrill Account Access. 2019 Bank of America Corporation. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC (MAA) an affiliate of MLPF&S. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you. This roll will become a fully commissioned position after completion of the program. Visit bankofamerica.com/savings for current rates. With any setup, the . Bank of America N.A. Visit bankofamerica.com/savings for current rates. In addition, Bank of America or its Affiliates, their shareholders, directors, officers and/or employees, may from time to time have long or short positions in such securities or in options, futures or other derivative instruments based thereon. SY FINANCIAL GROUP is supported by talentedspecialists who have experience working with institutions and share a strong commitment to guiding investment programs and strategic decision making. The survey was conducted on retailers and service providers from 36 categories, providing results for a broad spectrum of loyalty programs in traditional retail, online retail, and service segments. "Bank of America Merrill Lynch" is the marketing name for the global banking and global markets businesses of Bank of America Corporation. They are not an offer to enter into, transfer and assign or terminate any transaction, or a commitment by Bank of America or its Affiliates to make such an offer. Bank of America Private Bank serves the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and . How do I become a Bank of America Preferred Rewards Diamond or Diamond Honors tier member? ("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. Bank of America may make changes to this Agreement at any time, without prior notice to you. Merrill Lynch Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("Merrill"). Once upon a time, the Merrill Lynch advisor training program was widely considered the "gold standard" of industry training programs. Our array of resources and experience is designed to help meet your employees financial needs in ways that make sense for your company strategically, operationally and financially. Neither Bank of America, N.A., nor its Representative Office in Colombia, is authorized to carry out in Colombia any activities that are reserved by Colombian law to locally licensed banks. Client's conduct may be subject to local, state, national and international laws. President Andy Sieg . You are leaving Bank of Americas website and being redirected to FINRA's BrokerCheck. Bank of America and its Affiliates do not independently verify the accuracy or completeness of such information, nor does Bank of America and its Affiliates endorse any particular views expressed therein. BANA CB shall not impose undue pressure on, or coerce, a person to obtain a product or service from a particular person, including bank and any of its affiliates, as a condition for obtaining another product or service from BANA CB. Services hereunder may be provided by Banc of America Securities, Limited, as agent or otherwise. When it comes to financial planning, no two people are the same. https://promo.bankofamerica.com/cebi-disclosures, Merrill Guided Investing Program Brochure (PDF), Merrill Guided Investing with Advisor Program Brochure (PDF. We take the time to listen and learn about the needs and goals of your institution and the people it serves its these real-world insights that guide our strategies and personalized service. The rewards tier is not subject to adjustment after the application is submitted. He is married to his first grade sweetheart Kelly. No registration or filing with respect to any securities or financial products available on the Sites has been made with any regulatory agency thereof. Bank of America and its Affiliates expressly disclaim any responsibility or liability for the accuracy or use of such Account Information upon its being downloaded by Client and will not be liable for any difficulty, damage or inaccessibility of such information due to hardware or software incompatibility. . Inherited IRA do not satisfy your RMD requirements from other IRAs. He graduated magna cum laude from the University of North Carolina at Charlotte where he majored in finance studies. 2Credit Card Preferred Rewards Bonus. This account has a lot to offer, yet there are also a few drawbacks to keep in mind. 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. Client further agrees not to upload to the Sites any data or software that cannot be exported without prior written government authorization, including, but not limited to, certain encryption software. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. After making Commander (O-5) as a Pilot in the Navy, he retired in 2000. This material does not take into account a clients particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Once qualified, we will automatically upgrade your Preferred Rewards tier. Do I need a MyMerrill or Bank of America login to take advantage of the lifestyle benefit offers? Learn more about Pillar Wealth Management and Merrill Lynch Wealth Management fees. If your card receives the 10% customer bonus, the Preferred Rewards bonus will replace the 10% customer bonus. Links to non-Bank of America sites do not imply any endorsement of or responsibility for the opinions, ideas, products, information or services offered at such sites, or any representation regarding the content at such sites. Past performance does not guarantee future results. Discounts are not available for motor vehicle leases or for applications sourced from car dealerships, car manufacturers, or third-party branded/co-branded relationships. Investment, insurance and annuity products: Then we can provide you with relevant answers. All materials at these Sites are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, or any copyright or proprietary notices. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. All rights reserved. Any indicative valuations on the Sites are provided for information only. Bank of America, N.A. Client understands and agrees that Bank of America may report such information to regulatory authorities to the extent necessary, in its reasonable discretion, to comply with Applicable Law. Regulations are amended. "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.. U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Client agrees that it and any of its Authorized Persons shall comply with this Agreement, applicable laws, rules, regulations, ordinances and other similar national and international requirements of the country, state and province in which you are accessing and using the Sites. We strive to provide you with information about products and services you might find interesting and useful. To enroll in the Bank of America Preferred Rewards program you must have an active, eligible personal checking account with Bank of America and maintain the balance required for one of the balance tiers in your combined qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 Plans). Upon request by Bank of America or its Affiliates, you agree to defend, indemnify and hold harmless Bank of America, its Affiliates, their officers, directors, employees, agents, contractors or other suppliers from all liabilities, claims and expenses, including attorneys fees, that arise from a breach of these Terms and Conditions for which you are responsible, or from third-party claims arising from your use of the Sites. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier, 0.10% for the Platinum tier, or 0.15% for the Platinum Honors, Diamond and Diamond Honors tiers based on their Preferred Rewards tier effective at the time the applicable advisory program fee is calculated. Certain credit cards are eligible to receive a Preferred Rewards bonus. The Preferred Rewards bonus is not applied to any account opening bonus, if applicable. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Offers can only be made where lawful under applicable law. As Bank of America Retirement Benefits Consultants (RBC), SY FINANCIAL GROUP is one of a select group of highly qualified and credentialed Merrill advisors specialized in defined contribution plans who can add value to your plan by: As a Bank of America Retirement Accredited Financial Advisor[s] (RAFA), SY FINANCIAL GROUP one of a select group of Merrill advisors specialized in defined contribution plans who can add value to your plan by: The SY FINANCIAL GROUP is among a select group of Merrill Lynch Wealth Management advisors who have met the rigorous requirements to be a designated Bank of AmericaGlobal Institutional Consultant. Securities, corporate advisory and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Bank of America hereby grants to Client a worldwide, non-exclusive, non-sublicensable, non-transferable, non-assignable, personal right and license to access and use the Sites solely for Client's internal use in accordance with the terms of this Agreement. Bank of America reserves the right to limit or terminate Client's or any Authorized Person's access to and use of the Sites immediately and without notice. For example, the minimum requirements for a personal banker at Wells Fargo is one year of experience . Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated, which is a registered broker-dealer and member of SIPC, and in other jurisdictions, locally registered entities. 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