Bank of America Merrill Lynch Recognized for Technology by WealthManagement.com Industry Awards
Award Signifies Commitment to Providing Innovative Solutions for Our Clients
“We’re pleased to be recognized for our innovation in simplifying and improving the client experience,” said Keith Glenfield, managing director and head of Managed Solutions at Bank of America Merrill Lynch. “We remain focused on providing clients access to advice and solutions aligned with their personal financial goals.”
The Merrill Lynch One platform is part of the Bank of America Merrill Lynch commitment to providing innovative solutions, enabling our advisors to deliver goals-based wealth management solutions and help clients achieve the outcomes that matter most to them.
“Providing advisors the tools they need to help clients achieve their financial goals is our top priority,” said Sal Cucchiara, head of Investment and Banking Solutions Technology at Bank of America. “The Merrill Lynch One investment advisory solution is a prime example of how we’re delivering for clients every day.”
The WealthManagement.com Industry Awards honor outstanding achievements by companies and organizations that support financial advisor success. A panel of judges determined the 2015 award winners based on quantitative measures of their initiatives – such as scope, scale, adoption and feature set – along with quantitative measures such as innovation, creativity and new methods of delivery.
1 Broker-dealers with 1,000 advisors or more
Bank of America
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 47 million consumer and small business relationships with approximately 4,700 retail financial centers, approximately 16,100 ATMs, and award-winning online banking with 32 million active users and more than 18 million mobile users. Bank of America is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in all 50 states, the District of Columbia, the U.S. Virgin Islands, Puerto Rico and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and Member SIPC, and other subsidiaries of Bank of America Corporation.
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Reporters May Contact:
Julia Ehrenfeld, Bank of America, 1.646.855.3267