Merrill Lynch Wealth Management

Very great team all around. I've been with them for around 5 years now and they respond very quickly, Mr wheatley gives great advice for those of us learning how to handle finances. Very happy with the team here! Mary and coleen are also very nice!
Mar 12th, 2024

Dec 4th, 2023

Do not work with Holly Frost. She first sent me an email asking if I needed help with my first home purchase. I replied back to her saying yes I do and even sent in my loan docs (W2, pay stubs, etc) for her to review. I didn't hear from her for about a week so I followed up with another email, text and VM. I still didn't get any reply back at all. Is it customary for BofA reps to just ghost you for no reason? Please don't go to Holly if you are about to make one of the biggest purchases in your life because she just might ghost you too. I'm glad I got ghosted in the beginning instead of after signing some paper work with her.
Mar 15th, 2022

10000 Stars if I could. Merrill Lynch/Bank of America is easily the top Broker-Dealer (ML) and THE top Banking Institution of any category (Credit Suisse, DBS, BNY Mellon, Goldman, MS and every other top-tier investment/retail/commercial bank be damned, as they absolutely PALE in comparison) You can expect a reasonable 2-hour wait time on average every-time you want to get ahold of someone (assuming you make the wise choice of not entrusting them with WM-level liquidity - that is to say, the wait is super pleasant and I encourage everyone to experience it!). Reminiscent of childhood, where you know you don't matter and that your opinions definitely don't matter, because you get completely ignored until a time at which it is convenient for not-you to be responded to. The contents of which response which make it abundantly clear that you were completely disregarded. Ah, childhood, how I miss it so dearly. Thank you for the flashbacks ML! If you are a fan of arbitrary account locks that span full calendar months until you complain to FINRA/their regulatory overseers, then ML is definitely NOT the place for you. They would never do that to you. They would never conclude a review, have no activity occur in the 2-days before they re-lock you out after you submit another account closure form. They would never then make you wait more weeks until you get a letter from them stating THEY are closing your accounts on their own cognizance and decision-making. They would also NEVER ignore all the attempts to close your accounts and wire your balances out, and instead let you know on their account closure notice, that they had no idea how you wanted your money/assets back, and that they would be so generous as to wait another entire calendar month by default (you know, so you have sufficient time to make such a life-changing decision) before mailing you a balance check. So thoughtful. I will forever speak of the praise and wonders of this financial institution. It is my American Dream to one day strive to eventuate into even the least refined facsimile of the morals and standards that they uphold. Dare to dream folks. I could go on, but I'd be more likely to lose functionality of my appendages from development of and then immediate advanced progression of carpal tunnel - than would I be to detail the wonders of this magical FI. Legal Disclaimer: This is most definitely an entire work of fiction. Names, characters, businesses, places, events, and incidents are either the products of the author's imagination or used in a fictitious manner. Any resemblance to actual persons, living or dead, or actual events is purely coincidental.
Jan 27th, 2023