Merrill Investment Services

Merrill, formerly known as Merrill Lynch, is a preeminent American wealth management and investment company. Founded in 1914 by Charles E. Merrill and Edmund C. Lynch, the brand became legendary on Wall Street for its 'Thundering Herd' of brokers and its role in democratizing stock market investment for individual American families.

Following the global financial crisis in 2008, the firm was acquired by Bank of America. Today, Merrill operates as the wealth management division of the bank, offering a range of services from self-directed investing through Merrill Edge to high-level advisory through private wealth management. While it maintains its distinct brand identity and legacy, it is fully integrated into the financial infrastructure of its parent organization, serving millions of clients across the United States. The services are developed and managed primarily within the U.S. financial regulatory framework.