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  2. Merrill Lynch & Co. - Wikipedia

    en.wikipedia.org/wiki/Merrill_Lynch_&_Co.

    Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities. The firm engaged in prime brokerage and broker-dealer activities and was headquartered ...

  3. 6 Ways Retirees Can Keep Their Wealth Longer in Retirement - AOL

    www.aol.com/finance/6-ways-retirees-keep-wealth...

    Up to half of your Social Security benefits might be taxable if your provisional income is $25,000 to $34,000 for single filers, or $32,000 to $44,000 for joint filers. ... As Merrill Lynch noted ...

  4. Merrill Edge - Wikipedia

    en.wikipedia.org/wiki/Merrill_Edge

    Merrill Edge is an electronic trading platform and investment advisory service that provides self-directed and guided investment options for individuals and businesses. 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 offers a wide range of investment ...

  5. 5 Smart Strategies for Taking Required Minimum Distributions ...

    www.aol.com/5-smart-strategies-taking-required...

    Here are five smart strategies for taking RMDs. An older couple looking at information on a laptop. Image source: Getty Images. 1. Time when you begin withdrawals strategically. You must take your ...

  6. Merrill (company) - Wikipedia

    en.wikipedia.org/wiki/Merrill_(company)

    The company was founded on January 6, 1914, when Charles E. Merrill opened Charles E. Merrill & Co. for business at 7 Wall Street in New York City. [11] A few months later, Merrill's friend, Edmund C. Lynch, joined him, and in 1915 the name was officially changed to Merrill, Lynch & Co. [12] At that time, the firm's name included a comma between Merrill and Lynch, which was dropped in 1938. [13]

  7. Accolades Card - Wikipedia

    en.wikipedia.org/wiki/Accolades_Card

    The Merrill Accolades American Express Card, previously known as the Bank of America Accolades Card, was the first premium credit card offered by Bank of America.It is targeted exclusively at the bank's "affluent, wealthy and ultra- wealthy clients served through Premier Banking & Investments, The Private Bank of Bank of America and its extension, Family Wealth Advisors."

  8. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    t. e. Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring ...

  9. Charles E. Merrill - Wikipedia

    en.wikipedia.org/wiki/Charles_E._Merrill

    Charles E. Merrill, the son of physician Dr. Charles Morton Merrill and Octavia (Wilson) Merrill, [2] was born in Green Cove Springs, Florida, where he spent his early childhood. In 1898 the family briefly moved to Knoxville, Tennessee but within the year returned to Florida to settle in Jacksonville. After the school had been damaged in the ...

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