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Find a Merrill® Financial Solutions Advisor™ in Plano, TX

The power to put plans into action

At Merrill, we have the people, tools and personalized advice and guidance to help turn your ambitions into action. A licensed Merrill Financial Solutions Advisor can help you pursue your financial goals and plan for what matters most to you. Meet your local Merrill Financial Solutions Advisor on the phone or at a Bank of America financial center, or call us 24/7 at 888.637.3343.

Financial Advisors near Plano, TX

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    Directions
    Legacy/Independence
    7001 Independence Pkwy
    Plano, TX 75025
    Office Hours

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    Directions
    Coit Road
    2015 Coit Rd
    Plano, TX 75075
    Office Hours

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    Directions
    Legacy Town Center
    5701 Legacy Dr
    Plano, TX 75024
    Office Hours

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    Directions
    Parker Crossing
    5952 W Parker Rd
    Plano, TX 75093
    Office Hours

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    Directions
    Plano
    2400 N Central Expy
    Plano, TX 75074
    Office Hours

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    Highway 121 & Coit
    3760 Highway 121
    Plano, TX 75025
    Office Hours

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    Preston Lakes
    3260 Preston Rd
    Plano, TX 75093
    Office Hours

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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

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, a registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").
Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity


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