To help clients pursue their financial goals
Bank of America has re-launched Merrill Lynch Wealth Management brand to deliver personalized, insightful financial advice, improved resources and access to a range of products and services offered by both the companies.
Additionally, it has introduced ‘Affluent Insights Quarterly’, a new Merrill Lynch Wealth Management survey. Reportedly, the survey reveals a relationship with a trusted financial advisor, someone who listens to and understands their clients’ personal needs and values, is among the highest financial priorities of affluent Americans.
The Merrill Lynch Wealth Management has launched a new ‘help2 marketing’ campaign to illustrate the one-to-one relationships between financial advisors and clients.
Sallie Krawcheck, president of global wealth and investment management, Bank of America, said: “Merrill Lynch Wealth Management exemplifies the positive relationships that our financial advisors forge with clients. With our drive, intelligence and innovative spirit, and our determination to build on the Merrill Lynch tradition of putting clients first, Merrill Lynch Wealth Management is creating a new standard of leadership in our industry as we continue to strive to help our clients make measurable differences in their lives.”
“Every day our clients bring us more than their financial needs. They look to us to help them make their lives better. We want to understand our clients’ financial histories, their priorities and aspirations, and we want to champion their interests. Drawing from a deep and sophisticated portfolio of financial solutions, we help our clients pursue their financial goals by cutting through the complexity of investing, and by providing personalized advice,” he added.
Claire Huang, head of marketing for Global Wealth Management, Global Banking and Global Markets, said: “Now, more than ever, clients expect more help and guidance from their financial advisor. As the help2 campaign illustrates, Merrill Lynch Financial Advisors can deliver personalized advice, now with access to the resources of Bank of America.”