Merrill

Lindsay Hans

Eric Schimpf

Merrill Wealth Management is committed to helping clients manage every aspect of their financial lives. Led by Lindsay Hans and Eric Schimpf, Merrill provides a one-stop shop of financial solutions and access to the full capabilities of Merrill and Bank of America through an advisor relationship.

Continued organic growth

25,000 professionals in 550 Merrill offices across all 50 states in the U.S.
$3.6T+ (trillion) in client balances at year-end 2024
85% of Merrill households are digitally active
Added 20,600+ net new Merrill clients in 2024
Merrill clients opened nearly 100,000 banking accounts in 2024
Revenue of $6.0B increased 15% from 4Q23

Merrill

Lindsay Hans

Eric Schimpf

Continued organic growth

25,000 professionals in 550 Merrill offices across all 50 states in the U.S.
$3.6T+ (trillion) in client balances at year-end 2024
85% of Merrill households are digitally active
Added 20,600+ net new Merrill clients in 2024
Merrill clients opened nearly 100,000 banking accounts in 2024
Revenue of $6.0B increased 15% from 4Q23

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