• Steve Schussler face shot
    Retirement Lifestyles: On the Same PathHow Merrill Lynch helped two environmental scientists, with two very different ideas about retirement, come together with a shared vision for an active post-career life. Watch their story.
  • Discovering Their Inner EntrepreneurFor the Donaldsons, retirement meant purchasing a vacation home, but when the time came, they discovered they wanted more.
  • Slowing Down on a FarmAfter a busy career traveling the world, Sid Greer yearned to don overalls and raise some cows.
  • Joel and IsabelleJoel and Isabelle wanted the freedom to spend time with family and save for their grandchild's education.
  • The Ehmann's ChallengeSaving for their children' s college education and their own retirement has become a more difficult balancing act.
  • The Guthries' Wise MoveDespite having to delay retirement, this couple is optimistic about their financial future.
  • An Award Winning Second ActLeading business incubator TechTown, Merrill Lynch client Randal Charlton used his second career to help entrepreneurs in Detroit get their dreams off the ground. He won an award for his efforts and is now inspiring others to turn retirement into a new beginning. Watch his compelling story.
  • Sandwich Generation Balancing ActPaying children's college expenses, caring for aging parents — and saving for retirement? You're not alone.

Retirement Lifestyles: On the Same Path

An advisor who has ANSWERS to your questions. Even those you didn't think to ask.

Our Financial Advisors combine know-how with know you to create a strategy that brings your unique vision of the future to life — the way we have for clients like these.

Watch their stories and start planning your own.

THE POWER OF THE RIGHT ADVISOR.

When you choose a Merrill Lynch Financial Advisor, you're entering into a unique long-term relationship. One where your advisor takes the time to develop a thorough understanding of who you are, how you think and what matters most to you. It's a relationship that combines financial experience with intimate knowledge of your priorities to plan, protect and help fulfill your vision of the future.

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Access to world-class market research and the industry's top financial analysts form a rock-solid foundation for Advisors intent on staying one step ahead so they can help you reach your financial goals in today's complex global economy.

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When advisors truly know what's important to you, they can draw upon the combined investment insights of Merrill Lynch and the banking strength of Bank of America and unlock opportunities precisely tailored to your needs.

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Powerful Relationships

"The interests of our customers must come first." Charles Merrill said that when we began as a small firm in 1914. That ideal has helped us grow to be one of the world’s leading wealth-management companies — one relationship at a time.

What Matters Most to You

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