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Trust and fiduciary services are provided by Bank of America, N.A., Member FDIC, and a wholly-owned subsidiary of Bank of America Corporation (“BofA Corp.”). Insurance and annuity products are offered through Merrill Lynch Life Agency Inc. (“MLLA”), a licensed insurance agency and wholly-owned subsidiary of BofA Corp.

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"Bank of America" is the marketing name for the global banking and global markets business of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation ("Investment Banking Affiliates"), including, in the United States, BofA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. is registered as a futures commission merchant with the CFTC and is a member of the NFA.

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341 Merrill Advisors Recognized on the 2026 Barron’s “Top 1,500 Financial Advisors” List. Published on March 20, 2026. Ranking based on data as of September 30, 2025.

Bank of America Named No. 1 Nonprofit OCIO Provider Globally in 2025

Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey

Zelle® and Bank of America Partner to Accelerate Delivery of Charitable Donations to Nonprofits

U.S. Art Market Rebounds, Posting a 23% Increase in Auction Sales

24 Merrill Advisors Recognized on Financial Planning’s Top 40 Brokers Under 40 List

Bank of America Launches Art Consulting Service

539 Merrill Advisors Recognized on Forbes’ Top Women Wealth Advisor Lists

Inside the Modern Family Office: Complexity, Innovation, and a Generational Shift

Affluent Americans Increase Donations by 30% Over Past Decade, Even as Fewer Give, Finds 2025 BofA Study of Philanthropy

Merrill and Bank of America Private Bank Launch New Alternative Investments Program to Ultra-High-Net-Worth Clients

BofA Report: Percentage of Workers Seeking Near-Term Financial Guidance from Employers Doubles

BofA Recognized by Celent for Delivering Innovative Digital Experiences for Clients

BofA Names Gabby Hodgson President of Colorado

2025 Specialty Asset Management Outlook Released by Bank of America

BofA Names Jason Edelmann President of Fort Lauderdale

Bank of America Names Mark Kremers President of San Diego

BofA Names Michael T. Esposito President of Tampa Bay

Merrill Launches Ultra-High-Net-Worth Advisory Group

BofA Global Research Expects 2025 to be a year of Further Equity Market Strength amid Macro Uncertainty

BofA Art Market Update Anticipates Buying Opportunities for Collectors This Fall

Bank of America Private Bank Study of Affluent Americans Finds Generational and Gender Divides in Charitable Giving

Merrill and IMG Academy Launch Partnership to Bring Financial Education to Student-Athletes

BofA Receives 19 Awards for Excellence from Euromoney Magazine

BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth

BofA Names Michael Garand as Worcester President

Merrill Launches New Video Series: #WomenInvested Meet Ups

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