“We understand that our clients have unique financial situations and personal goals that evolve with time,” said Prasad. “Merrill Edge Roadmap will help them to identify and pursue these evolving goals throughout their lifetime – from entering the workforce to preparing for retirement.”Bank of America and Merrill Edge are committed to simplifying the financial lives of the mass affluent. Clients can seamlessly manage all of their Bank of America bank accounts and Merrill Edge investment accounts in one place.
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