[MUSIC PLAYING IN BACKGROUND THROUGHOUT]
[Merrill® logo]
On screen disclosure:
Please see important information at the end of this video.
On screen copy:
Merrill is committed to embracing diversity and empowering opportunity.
[Interviews with several Advisors throughout]
[Merrill® logo throughout]
Elisabeth Dewailly: I am a financial advisor at Merrill
Nedra Agnew: I’m a Senior Vice President
Ryan Baker: Wealth Management Advisor
Will Bryan: Senior Financial Advisor
Ryan Baker: I’ve been with Merrill
Myah Irick: three and a half years
Pat Barksdale: For thirty years
Aubrey W. Lee: Thirty-six years…Thirty-six years…
Nedra Agnew: And I love being here.
[Different shots of advisors pre-interview throughout]
On screen copy:
Patricia Barksdale
On screen copy:
Elisabeth Dewailly
Elisabeth Dewailly: The community at Merrill is welcoming…
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Community
Justin Lacey: Inclusive…
Aubrey W. Lee: Collegial…
Nedra Agnew: Strong.
On screen copy:
Myah Irick
Myah Irick: The community is that we lift as we climb.
Pat Barksdale: You know, my advocates have always supported me
On screen copy:
Will Bryan
Will Bryan: I’ve been mentored by the senior leaders at this company in a way that I think is exceptional…
On screen copy:
Ryan Baker
Ryan Baker: It’s the culture. It’s the people
Myah Irick: As we’re building our own practice, we help others up along the way.
On screen copy:
Justin Lacey
Justin Lacey: Financial advisors have to build a book of business from the ground up and a good amount of black advisors do not come from networks of wealth to be clients.
Myah Irick: I was happy in the decision that I made to join Merrill because I understood what resources were available for someone who looked like me.
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Commitment
Aubrey W. Lee: The commitment at Merrill is authentic…
Patricia Barksdale: Top of the line…
Justin Lacey: Merrill’s commitment is advancing advisors to their fullest potential.
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Nedra Agnew
Nedra Agnew: It’s about doing. It’s what you do, not what you say.
[Footage from Black African American Symposium]
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Black African American Symposium
Justin Lacey: We have our amazing Black African American Symposium.
On screen copy:
D. Steve Boland
Chief Administrative Officer
Bank of America
Steve Boland: This is what modern Merrill looks like.
[Footage of audience clapping]
On screen copy:
Craig Young
Mid-Atlantic Division Executive
Merrill Wealth Management
Craig Young: We talk about this room standing on the shoulders of giants, without ever realizing that you are a giant.
On screen copy:
Charlie Branch
SVP, Resident Director
Merrill Wealth Management
Charlie Branch: You have support, you have resources, and you have opportunity.
[Footage of audience listening]
On screen copy:
E. Marie Broussard
Financial Advisor
Merrill Wealth Management
E. Marie Broussard: So make sure that you’re willing to give, as much as you are being given.
Steve Boland: At Bank of America and at Merrill, we can do great for our clients, we can do great for our employees, we can do great for our communities.
[Merrill logo on flag and advisors interacting with each other]
[Group photo of attendees at Black African American Symposium]
Justin Lacey: All of us come together and are able to collaborate and meet and stay connected.
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Aubrey Lee
Aubrey W. Lee: It’s a feeling unlike any I’ve ever experienced… and I love it.
On screen copy:
Empowered
Myah Irick: To be an advisor at Merrill, I feel incredibly empowered. I feel like I am building my own practice but part of something that’s also much bigger.
Justin Lacey: Merrill has allowed me as a leader to be able to affect change and impact, drive diversity…
Nedra Agnew: I feel as though I’m part of an organization that cares and they show that to me.
Patricia Barksdale: To feel heard and understood today is extremely empowering.
Aubrey W. Lee: My passion is to make sure that I pay that forward to the next generation.
[Footage of advisors interacting with each other]
On Screen copy:
Community
Commitment
Empowered
Nedra Agnew: That’s why you should come here because there’s the future.
[Closeup of advisors smiling in interview]
On screen copy:
What would you like the power to do?®
[Merrill® logo]
[Bank of America® logo]
On screen copy:
Featured Merrill Advisors
Ryan Baker
SVP, Senior Financial Advisor
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Elisabeth Dewailly
VP, Financial Advisor
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Myah Moore Irick
SVP, Private Wealth Manager - AGP
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Aubrey W. Lee
SVP, Senior Consultant
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Justin Lacey
SVP, Resident Director
Wealth Management Advisor
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Nedra Agnew
SVP, Wealth Management Advisor
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Will Bryan
VP, Senior Financial Advisor
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Patricia Barksdale
VP, Wealth Management Advisor
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On screen disclosures:
Investing involves risk.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Banking products are provided by Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp.
Investment products:
Are Not FDIC Insured
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Are Not Bank Guaranteed
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May Lose Value
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©2023 Bank of America Corporation. All rights reserved.
[End of transcript]
MAP-5976227 Exp-9/27/24