Merrill Wealth Management Forms Dedicated UHNW Advisory Group

Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth Advisory Group, a team composed of 25 specialists that aims to partner with advisors to deliver wealth and investment solutions and connect UHNW clients to Bank of America’s capabilities.

The team is responsible for supporting advisors by providing investment solutions that are customized to fit client needs, and specialists on the team will serve as a single point of contact to BofA’s services such as custom lending, BofA Private Bank’s trust and estate services, philanthropy, art services, and family office solutions.

Rob Romano, Merrill’s head of capital markets investor solutions, was appointed to lead the advisory group. He will report directly to Brian Partridge, head of investment solutions at Merrill.

Written By: Dakota

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