Skip to main content

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.

There was a problem with your request

  • The First Name field is required.
  • The First Name must only contain alphanumeric characters and be no more than 50 characters long.
  • The Last Name field is required.
  • The Last Name must only contain alphanumeric characters and be no more than 50 characters long.
  • The Email Address field is required.
  • The Email Address field is not a valid e-mail address.
  • The Phone Number field is required.
  • The Phone Number may only contain numeric characters and must be 10 digits.
  • The State field is required.
  • The Time Zone field is required.
  • The Preferred Date field is required.
  • The Preferred Date field must be a date.
  • The Preferred Time field is required.
  • The Time Zone field is required.
  • At least one topic must be selected.
* required

Preferred date & time

Select all that apply (at least one topic selection is required)
By clicking "Submit" you agree to authorize Bank of America, N.A./ Merrill 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 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 investment product or service.

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