BofA Forms Specialist UHNW Group

News January 08, 2025 at 02:45 PM
Share & Print

What You Need To Know

  • The roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
  • The Merrill wealth division also has a dedicated sports and entertainment group.
  • For the biggest banks, wealth management has been an expanding and competitive business.