Merrill Edge

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MyMerrill

Merrill Edge for iPad

MyMerrill for iPad

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Ownership Transition

Julie Cook

Vice President, Financial Solutions Team Manager

Adam Keele

Operations

Aimee Allen

Assistant Vice President, Financial Solutions Advisor

Aleksandra Drake

Engineering

Alexander LaFazia

Sales and Support

Amanda Quinn

Vice President

Amber Seiler

AVP, Investment Center Team Manager

Amy Mann

AVP, Financial Solutions Advisor

Andrew Coomes

Finance and Administration

Andrew Lough

Illinois Financial Services Companies

Chicago Education Companies

Midwestern US Education Companies

Greater Chicago Area Companies (Top 10K)

Merrill Edge is a discount brokerage service provided by Merrill Lynch. It offers investment, financing, investor education, research, and other related services to individuals and institutions in the United States and internationally.

Chicago

Illinois

United States

North America

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An online brokerage account that allows users to manage their own investments with access to research, tools, and no commission fees for online stock, ETF, and option trades.

An investment advisory program where Merrill professionals build, monitor, and rebalance a portfolio based on user goals, with a minimum investment requirement.

An investment advisory program that includes all the benefits of Merrill Guided Investing plus personalized guidance from an advisor.

An advanced online trading platform offering customizable dashboards, advanced charting, and real-time market data for self-directed investors.

A mobile application that allows users to manage their Merrill investment and Bank of America bank accounts, transfer funds, and place trades securely from their mobile devices.

A program that offers benefits and discounts based on combined balances in Bank of America and Merrill accounts, including credit card rewards, loan discounts, and fee waivers.

India

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Canada

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Merrill Edge is an electronic trading platform and investment advisory service that provides self-directed and guided investment options for individuals and businesses. It offers a wide range of investment products, including stocks, bonds, exchange-traded funds (ETFs), margin lending, mutual funds, and options. It is a subsidiary of Bank of America and was launched in 2010 after the merger between Merrill Lynch and Bank of America. Merrill Edge focuses on the mass affluent market and has $320 billion in assets under management (AUM) as of 2022.

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news impact assignment basic	general	Mar 8, 2024 4:04 PM	b7e03519
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Merrill Edge