Bank of America 2014 Annual Report Download - page 9
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7
18 T
$
Our strategy is to do more business with our customers and
clients by demonstrating we can deliver on all of their banking
and wealth management needs — an opportunity worth an
estimated $18 trillion in assets that our customers and clients
have with other financial institutions.
Simple ways to get rewarded: Preferred
Rewards is a comprehensive and industry-leading
program designed to recognize the value of a
customer’s banking relationship with us by
delivering everyday benefits and rewards that
grow as a customer’s relationship with us grows.
Well planned: Our new, more personalized
approach to preparing for retirement is based
on our clients’ most important goals and
connects them with the advice and guidance
they need along the way.
Investments: We help our clients create
and manage an investment approach
designed to meet their long- and short-term
financial needs and goals.
Planning for the future: Whether looking
to establish financial security for a spouse
or partner or implement wealth transfer
strategies, including charitable contributions,
we work with our clients to pursue their goals.
Merrill Lynch Wealth Management For more than 100 years, Merrill Lynch Wealth
Management advisors have focused on forging deep and strong relationships with their
clients and knowing what’s most important to them. Through a goals-based wealth
management approach, our advisors work with clients to understand their life priorities,
define goals and help them realize positive outcomes.
U.S. Trust, Bank of America Private Wealth Management Through an advisor and
a team of specialists, we begin by understanding the financial goals and needs of our
clients before applying our insight and expertise. Our clients benefit from our deep
experience and knowledge of customized investment and asset management solutions,
estate planning, specialty asset management and trust services.
Both Merrill Lynch and U.S. Trust draw on the vast resources and capabilities of
Bank of America to deliver for their clients.