Insights

Expanding Wealth Services Merrill Lynch offers a comprehensive suite of financial advisory services spanning investment management, retirement, estate planning, philanthropy, and small business support, presenting opportunities to introduce specialized financial products and technological solutions that enhance client engagement and personalized planning.

High Net-Worth Clients The firm’s focus on ultra-high-net-worth individuals and recent leadership changes indicate opportunities to provide premium, tailored wealth management solutions, including exclusive investment tools, estate planning software, or family office services aimed at high-value clients seeking sophisticated asset management.

Digital Transformation Merrill Lynch employs advanced digital tools and analytics such as Google Analytics, JSON-LD, and Adobe CQ5, highlighting a readiness to adopt innovative financial technologies, paving the way for sales opportunities in fintech solutions like AI-driven advisory platforms or enhanced digital client experiences.

Regulatory and Risk Management Recent legal issues related to damages and supervision lapses suggest a demand for compliance, risk management, and cybersecurity solutions designed to strengthen regulatory adherence and safeguard client assets, opening doors for firms specializing in financial compliance tech.

Strategic Alliances Given Merrill Lynch’s history of asset sales and strategic exits, there’s potential to partner in wealth transfer, succession planning, and strategic asset management initiatives, especially targeting clients transitioning wealth and requiring integrated solutions for estate and tax planning.

Merrill Lynch Wealth Management Tech Stack

Merrill Lynch Wealth Management uses 8 technology products and services including Adobe CQ5, Open Graph, Font Awesome, and more. Explore Merrill Lynch Wealth Management's tech stack below.

  • Adobe CQ5
    Content Management System
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • ZURB Foundation
    UI Frameworks
  • Kaltura
    Video Players
  • Google Analytics
    Web Analytics

Media & News

Merrill Lynch Wealth Management's Email Address Formats

Merrill Lynch Wealth Management uses at least 3 format(s):
Merrill Lynch Wealth Management Email FormatsExamplePercentage
First.Last@ml.comJohn.Doe@ml.com
48%
First_Last@ml.comJohn_Doe@ml.com
42%
Last@ml.comDoe@ml.com
8%
F_Last@ml.comJ_Doe@ml.com
2%
First.Last@updates.ml.comJohn.Doe@updates.ml.com
67%
First_Last@updates.ml.comJohn_Doe@updates.ml.com
26%
Last@updates.ml.comDoe@updates.ml.com
7%
First.Last@baml.comJohn.Doe@baml.com
63%
FLast@baml.comJDoe@baml.com
14%
F.Last@baml.comJ.Doe@baml.com
4%
First_Last@baml.comJohn_Doe@baml.com
3%
FirstLast@baml.comJohnDoe@baml.com
1%
LastFi@baml.comDoeJo@baml.com
2%
Last.First@baml.comDoe.John@baml.com
1%
Last_First@baml.comDoe_John@baml.com
1%
First-Last@baml.comJohn-Doe@baml.com
1%
LastFirst@baml.comDoeJohn@baml.com
1%
FirLast@baml.comJohDoe@baml.com
1%
FiLast@baml.comJoDoe@baml.com
1%
Last.F@baml.comDoe.J@baml.com
1%
First.Middle@baml.comJohn.Michael@baml.com
1%
First_L@baml.comJohn_D@baml.com
1%
First.L@baml.comJohn.D@baml.com
1%
FirstLas@baml.comJohnDoe@baml.com
1%
First.Middle.Last@baml.comJohn.Michael.Doe@baml.com
1%
LF@baml.comDJ@baml.com
1%

Frequently Asked Questions

Where is Merrill Lynch Wealth Management's headquarters located?

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Merrill Lynch Wealth Management's main headquarters is located at 2 World Financial Center New York, NY 10281 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Merrill Lynch Wealth Management's phone number?

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You can contact Merrill Lynch Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Merrill Lynch Wealth Management's stock symbol?

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Merrill Lynch Wealth Management is a publicly traded company; the company's stock symbol is MER.

What is Merrill Lynch Wealth Management's official website and social media links?

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Merrill Lynch Wealth Management's official website is ml.com and has social profiles on LinkedIn.

How much revenue does Merrill Lynch Wealth Management generate?

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As of October 2025, Merrill Lynch Wealth Management's annual revenue is estimated to be $5B.

What is Merrill Lynch Wealth Management's NAICS code?

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Merrill Lynch Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Merrill Lynch Wealth Management have currently?

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As of October 2025, Merrill Lynch Wealth Management has approximately 35K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: A. I.Chief Operating Officer For The Gsell Group: G. W.Chief Operations Officer, & Strategy Division Cfo: C. J.. Explore Merrill Lynch Wealth Management's employee directory with LeadIQ.

What industry does Merrill Lynch Wealth Management belong to?

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Merrill Lynch Wealth Management operates in the Financial Services industry.

What technology does Merrill Lynch Wealth Management use?

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Merrill Lynch Wealth Management's tech stack includes Adobe CQ5Open GraphFont AwesomeJSON-LDChoicesZURB FoundationKalturaGoogle Analytics.

What is Merrill Lynch Wealth Management's email format?

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Merrill Lynch Wealth Management's email format typically follows the pattern of First.Last@ml.com. Find more Merrill Lynch Wealth Management email formats with LeadIQ.
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

Financial ServicesNew York, United States10001+ Employees

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill  and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. 

Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html 

Disclaimer 

The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. 

Bank of America Linkedin Community Guidelines: 

http://about.bankofamerica.com/en-us/social-media/linkedin-community­guidelines.html

Section iconCompany Overview

Headquarters
2 World Financial Center New York, NY 10281 US
Phone number
Website
ml.com
Stock Symbol
MER
NAICS Code
52 - Finance and Insurance
Employees
10001+

Section iconFunding & Financials

  • $10B

    Merrill Lynch Wealth Management's revenue is estimated to be in the range of $10B

Section iconFunding & Financials

  • $10B

    Merrill Lynch Wealth Management's revenue is estimated to be in the range of $10B

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