Merrill

Official Wealth Management and Financial Literacy Partner

At Merrill, we have a proud history of educating individuals and families about the financial industry and different strategies they can use as they pursue their financial goals. Our clients include sports industry professionals– players, coaches, agents. With the IMG Academy partnership, Merrill advisors will provide specialized personal financial education to IMG Academy families. We also understand that everyone is different. Every financial decision you make today will have an impact on your future. However, you don’t have to go it alone. A Merrill advisor can help by providing information about:

• Setting and managing a budget
• Understanding your investment choices
• Understanding more about debt
• Implementing strategies to help minimize taxes
• Providing information around cyber threats
• Supporting the causes you care about most

As a client, a Merrill advisor will be there every step of the way, working with families on these goals by offering wealth planning advice and investment strategies, and making adjustments as your circumstances change. Just as a team can rely on each other when competing, Merrill teams support your financial journey.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC, and wholly-owned subsidiaries of BofA Corp.

Investment Products: