Merrill Lynch in MIAMI

To learn more about Merrill Lynch in Miami, please contact:

Merrill Lynch
200 S. Biscayne Blvd., Suite 4500
Miami, FL 33131
(305) 577-6900

Why so many affluent families in Miami choose Merrill Lynch

What makes Miami one of the most exciting and vibrant metropolises in the world is its people. An international motif of entrepreneurs, top executives, entertainers, athletes and wealthy families who have been here for generations.

For most of those generations, Merrill Lynch has been an integral part of the life and growth of Miami. From managing private wealth, to financing business expansion, to providing investment and investors for real estate development, we've worked with our clients to help make their financial lives better and to help them create the kind of Miami that shines as a model of multicultural and economic reinvention.

A proud stakeholder in Miami's future

We believe high-net-worth clients seek us out because of the way we embrace their goals, our expansive capabilities, personal service, and our understanding of the great potential of Miami and its people. At Merrill Lynch, you'll find we speak this town's many languages, and we share its diverse cultures and traditions. We're part of the community and deeply committed to its future.

It's a perspective that our financial teams bring to every interaction as they work to help you with customized financial strategies and solutions. In fact, you'll find we help some of Miami's leading families answer these questions:

  • What type of investment relationship can help us make the most of the way we live today and the way we plan to live tomorrow?

    By putting you at the center of the conversation, listening carefully, and talking with you clearly and simply, we're better able to help you prepare for the future. It's a relationship that begins with an open conversation between you and your Merrill Lynch financial team. Together, we'll discuss how you want your wealth to work for you and what kinds of investment strategies and portfolios make sense, whatever the markets may bring.

    How can we manage our complex financial needs more efficiently?

    Merrill Lynch offers you an experienced financial team that's focused on helping you manage the various aspects of your financial world, and helping them work in concert. Through your advisor, you have access to the investment insights of Merrill Lynch and the banking convenience of Bank of America. One team can offer you access to a whole new world of financial opportunities and services.

    How can we structure our wealth so it passes on in ways that we intend?

    Our team of specialists can help you with prudent gifting strategies for loved ones and charities during your lifetime, as well as understanding your legacy goals.

    How can we get the varied services of a family office coupled with the speed and resources of a private bank?

    We can offer you a single focal point to help you manage every key detail of your financial life — bill payments, expense management, financing, managing revenue streams and liquidity, tax minimization strategies, trust administration, worldwide concierge services and much more.

Investment products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Banking products and services offered by Bank of America, N.A.


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