• 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.
  • Meeting the Future Needs of An Autistic ChildWorried about who would care for their autistic son after they were gone, Heidi and Tal Kaufmann turned to their Merrill Lynch Financial Advisor for help in crafting special financial solutions designed to secure his future.
  • An American Pioneer - Still Soaring at 84Four decades after Apollo 8, astronaut Frank Borman can now take total command of — and satisfaction in — his retirement life.
  • The Passionate EntrepreneurDaring in business, Steve Schussler prefers to limit the risks in his portfolio.
  • An Inspiring RetirementCelebrated for their work in the deaf community, Jack and Rosalyn Gannon relied on someone who could help them with their unique retirement needs.
  • Learning to Slow Down - On A FarmAfter a busy career traveling all over the world, Sid Greer yearned to don overalls and raise some cows.

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.


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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Deep Knowledge Base

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.

Research and Insights
Products and Solutions

Wealth of Offerings

When advisors truly know what's important to you, they can draw upon the combined investment insights of Merrill Lynch and the banking convenience 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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