MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE POWER TO CREATE MORE OF WHAT YOU VALUE
Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to manage & preserve wealth across generations.

We are dedicated to helping you use your wealth to achieve and create more of what you value most. Bringing you and your family the innovative strategies, scale and ethos of Bank of America, combined with the specialized capabilities and unique client experience of a boutique private bank.

- WE ARE BANK OF AMERICA’S PRIVATE BANK: Institutional-level capabilities, access to our full-range of strategies personalized to your particular needs or those of your business or non-profit organization
- A DEDICATED TEAM: We assemble a team to address your specific situation. It may include a private client advisor, private client manager, portfolio manager, trust officer and/or wealth strategist. You will work with our advisors on a customized strategy, built from our deep array of differentiating capabilities. Each plan is aligned to your unique goals, risk tolerance, affinities and personal situation. 
- THE HIGHEST STANDARD OF CARE: We manage your investments according to the Fiduciary Standard--the highest level of care, integrity and transparency. Simply put, your needs always come before ours.
- A LEGACY OF LEAVING LEGACIES: We have a 200+ year tradition of helping generations of clients and families navigate life’s challenges and pass down their values as well as their wealth.

Bank of America, N.A., Member FDIC. 

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CUSO Financial Services, LP