Led by Aron Levine, the Preferred Banking team provides personalized solutions, valuable rewards, and advice and guidance for clients with more complex banking, borrowing and investing needs as well as for small businesses with revenues of up to $5 million.

Millions of Bank of America’s mass affluent clients and small business owners rely on Preferred Banking for financial solutions designed to meet their banking, borrowing and investment needs. Whether it is serving clients through the convenience of our award-winning digital capabilities or in our 3,700 modernized financial centers where they can meet with one of more than 30,000 financial experts for advice and guidance, we help make financial lives better. Our financial centers are critical to serving clients how, where and when they want and to how we will continue to grow and win in the market.

Our industry-leading investment platform and solutions - Merrill Edge® Self-Directed, Merrill Guided Investing and Merrill Guided Investing with Advisor– provide clients a variety of ways to help meet their financial goals.

Companies are turning to our Employee Banking & Investing (EBI) program to offer their employees financial education, guidance and a full range of banking and lending solutions from Bank of America and investing solutions from Merrill, including access to Preferred Rewards benefits.