Why Merrill Lynch?

Merrill Lynch Financial Advisors bring the most powerful elements available to help clients achieve the life they envision. When you become a Merrill Lynch client, your Merrill Lynch Financial Advisor will work with you to develop strategies that can help you achieve your most important goals, whether you're saving for your children's education, buying a home, growing your business, or building a legacy for your family.

It starts with a conversation. You and your Financial Advisor will talk about your specific goals, needs, dreams and interests, as well as your entire financial picture. Only then can you work together to match your short- and long-term goals with your personal risk tolerance and investment timelines. As your priorities or global market conditions change, your Financial Advisor will help you find the best solutions to ensure your long-term strategies remain on track.

Merrill Lynch Financial Advisors are supported by the full breadth of the firm's vast resources, including its world-class investment research, which they apply to help their clients manage their portfolios effectively. Depending on your needs, your Financial Advisor also may arrange for you to access the services of institutional-level investment managers through the Merrill Lynch Consults® program.

Using the Total Merrill approach, together you and your Merrill Lynch Financial Advisor will build solutions for your entire financial life.

Learn more about why Merrill Lynch is right for you.

SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

A sound financial strategy, created with the help of two Merrill Lynch Financial Advisors, is helping this couple cover the significant costs of providing the long-term care their special needs son requires. ; Smart estate planning has allowed this doctor from Ethiopia to keep a promise he made to improve health care in his homeland.; Former airline pilot desires active retirement that includes lots of hiking and giving back to his community.; Hurricane Katrina jeopardized the new life she was building, but Kim Bondy is back on track — with the help of her Financial Advisor. ; Worried about who would care for their autistic son after they were gone, Heidi and Tal Kaufmann turned to their Merrill Lynch Financial Advisor for help in crafting special financial solutions to secure his future.; Former rodeo star, forced out of the ring by injuries, resolves to remain in the world he loves by starting a saddle-making business.; Lawyer turned restaurateur Patti Nowak Turner's Financial Advisor helped her find the money to grow her business without depleting her investments. ; Division I coach leaves successful career in college football to pursue philanthropic dream of wiping out illiteracy.; Turning to a Merrill Lynch Financial Advisor for advice on diversifying his holdings, this doctor can comfortably support his son's international athletic ambitions ; How client and motor-home chassis manufacturer Michael Guthrie relies on his Financial Advisor to help him redefine his post-career life.;

These case studies are intended to illustrate brokerage products and services available through Merrill Lynch. They do not necessarily represent the experiences of other clients, nor do they indicate future performance. Investment results may vary. The investment strategies presented are not appropriate for every investor. They do not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Individual clients should review with their Merrill Lynch Financial Advisor the terms and conditions and risks involved with specific products and services.


The Client-Financial Advisor Partnership Begins with You: Find a Merrill Lynch Financial Advisor in your area and start the conversation now.