Get Started

Let's connect

Fill out the form below and indicate what you'd like to talk about. Then I'll contact you to discuss potential ways to pursue your goals.

It's easy to get started with Merrill.
It all begins with a complimentary consultation.

* required

First name*

Last name*

Email address*

Phone number*

State*

Time zone*

Preferred date & time

Date*

Time*

Select all that apply (at least one topic selection is required) Investing for retirement Managing retirement income/expenses Investing for college Investment discussions Portfolio review Large purchase Student loans Emergency fund Small Business Retirement planning

By clicking "Submit" you agree to authorize Bank of America, N.A./ Merrill Edge to contact you at the telephone or email address you have provided above for purposes of fulfilling this inquiry, even if you have previously registered on a Do Not Call registry or requested Bank of America/Merrill Edge to not send marketing information to you by phone or email. You agree we may use automated technology to contact you at the phone number and/or email address you provided. If the number you have provided is a cellular/mobile number you may be charged for the call depending upon the terms of your plan with your cellular service provider. Your agreement to receive communications with the use of automated technology is not a condition of purchasing any Bank of America Bank product or service or Merrill Edge investment product or service.

If you do not wish to authorize Bank of America, N.A./Merrill Edge to contact you in this manner, you will need to call the number provided on this form to complete your request.

Let's connect

There was a problem with your request

Preferred date & time