Bank of America 2010 Annual Report Download - page 13

Long View When he needed help developing a wealth strategy after the sale of
his business, David Bessey (above) looked to his Merrill Lynch Financial Advisor
for guidance. Understanding that David had complex wealth preservation and
estate planning needs, the Financial Advisor tapped U.S. Trust’s considerable
resources and expertise. Together, the Financial Advisor and U.S. Trust Private
Client Advisor worked with David to create a strategy to help secure his family’s
future. The Merrill Lynch-U.S. Trust partnership, supported by a dedicated port-
folio manager, wealth strategist and trust officer, is key to helping David move
closer to his wealth management goals.
For individuals with more complex wealth
management needs, we believe there are no
better partners than Merrill Lynch and U.S. Trust.
That’s because our client relationships are built
one at a time
— and each begins with listening.
We separate ourselves from our competitors
through the quality of our relationships, the skills
and advice of our people, and the strength of our
wealth management capabilities and solutions.
We define our success by enabling our clients to
realize their personal aspirations. Our products,
services and advice are designed to provide a
path to their wealth management goals. Whether
it’s investing in the post-recession market, man-
aging risk within a portfolio, transferring wealth
to the next generation, or planning an exciting life
after retirement, our advisors are well- positioned
to deliver the widest range of capabilities
to clients.
Our wealth management services include
banking, investing, retirement, philanthropy and
trusts, and international offerings
— with access
to a number of global equity exchanges
— backed
by award-winning research, innovative thought
leadership and a comprehensive, solutions-
based investment platform. We draw upon
the strengths of our 20,000-plus client- facing
professionals at Merrill Lynch and U.S. Trust to
serve the needs of our clients and their fami-
lies
— from recent college graduates learning
about the importance of saving, to clients
reaching their peak earning years, to ultra high
net worth families with complex private banking
needs. We provide our services in the way they
want to receive them. For example, our newest
offering, Merrill Edge, is suited for self-directed
investors or individuals who want team-based
financial guidance
— including the vast number
of our traditional banking customers. And when
wealth management needs become more com-
plex, our Merrill Lynch and U.S. Trust advisors are
among the best in the business
— ready to offer
their advice and expertise.
Wealth
Management
Investment Management &
Advice
Wealth Structuring Estate Planning &
Philanthropy
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