BOULDER, CO

Merrill Lynch Branch Office

Our willingness to invest in our people, our ability to leverage Merrill Lynch’s investing resources and specialists and to provide access to Bank of America consumer and business banking services, positions us to help you devise strategies designed to preserve, grow and distribute your wealth.

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About Us

With approximately 29 financial advisors among our 11  teams, The financial advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

We have a strong belief in our office that Culture Beats Strategy, meaning that an organization cannot excel without a strong culture.  Once that culture is built, then a strong team will truly excel.  Our Boulder office has some of the longest tenured and most successful advisors, and clients associates, in our community.  With a culture of team work, a thirst for knowledge, an emphasis on developing the next generation of financial advisors, and shared friendships, we are here to service our community, our clients, prospects, and beyond.

As part of a leading global financial services firm, our office has strived to make an impact locally over the past 40 years. The Bank of America Charitable Fund has a two-pronged approach by matching gifts of employees and also providing donations to charities where our employees volunteer constantly.  Locally, our office hosts an annual volunteer day, enjoys “Jeans for a Cause” day monthly, and supports local Charites ranging from Bridge House, There with Care, to Community Foundation, & beyond.  Over the past year our employees in Colorado have volunteered over 38,000 hours, have had $1.1 million in charitable contributions matched, and our company has provided $4.6 Million in grants to Colorado charities.

 

We recognize that each client is unique, and we shape our sophisticated wealth management strategies to reflect those differences. Many of our clients are still actively pursuing and accumulating wealth, and we work closely with them to develop goals-based wealth management strategies that can help define their long-term financial needs, lifestyle desires, wealth transfer and legacy objectives and, through access to Bank of America, their philanthropic interests. We understand that clients need to balance and prioritize multiple goals, and we believe we are well-positioned to help them do so.

Branch Office Profile

Advisors at This Location

Our deeply committed financial advisors call upon Merrill Lynch’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

Let’s Have a Conversation

There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.

Careers

No matter what your current career may be, if you have the mindset and motivation to be a Merrill Lynch Financial Advisor, you should consider the opportunity! Let us help you tap your motivation, ambition and previous successful accomplishments into a career that rewards you for your achievements.

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Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment strategies and wealth management advice, products and services.

Access to Resources

Our size and scope offers access to a wide range of technology, intellectual capital and marketing resources designed to help build your business and enhance client relationships.

Grow & Learn

Merrill Lynch has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch