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.
$3.5 trillion in Merrill client balances as of Q3 2024
84% of Merrill households are digitally active
Added 37,500+ net new Merrill clients in 2023
Generated $17.5 billion in revenue in 2023
1M+ new or updated financial plans generated for clients in 2023

Merrill

Lindsay Hans

Eric Schimpf

Continued organic growth

25,000 professionals in 550 Merrill offices across all 50 states in the U.S.
$3.5 trillion in Merrill client balances as of Q3 2024
84% of Merrill households are digitally active
Added 37,500+ net new Merrill clients in 2023
Generated $17.5 billion in revenue in 2023
1M+ new or updated financial plans generated for clients in 2023

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