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Jaycee Boll
Contact me 877.444.0916 ext. 1572500

My name is Jaycee Boll, and I’m a licensed Merrill Edge Guided Investment Specialist. If you’re interested in learning more about investing, I can help. I can assist you with a Merrill Edge Guided Investing account, which combines what you like about online investing with a professionally managed portfolio at a low cost.Footnote *

I'm looking forward to discussing your goals, as well as learning about your other interests. In my free time I enjoy:

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FAQs

Guided Investing Specialists are licensed investment professionals who can offer you general investment assistance, discuss Merrill Edge Guided InvestingFootnote and other Merrill Edge® products and solutions, plus review with you the broad range of Bank of America® banking solutions.

They will work with you throughout the onboarding process to make sure your accounts are properly opened and funded. Guided Investing Specialists are also able to review investment choices available through Merrill Lynch® and banking options available through Bank of America®, and provide support to our online investors by reaching out periodically to address their specific needs.

Visit us online to tell us about yourself and your goal, and you'll receive an investment strategy designed by a team of Merrill Lynch investment experts.Footnote †† The information you provide will help us understand both your willingness and ability to take on risk in your Guided Investing account. If you have a shorter-term goal and a lower appetite for risk, a higher proportion of the portfolio will be invested in ETFs that have exposure to fixed-income securities. For longer-term goals and a higher tolerance for risk, portfolios will have more investments in ETFs that have greater exposure to equities.

Feel free to reach out to a Guided Investing Specialist at any time with questions about your account. In addition, we will contact you periodically, primarily by email, and ask you to review your information on the program's website to ensure that it's accurate and up to date.

Yes. With one login, you can view and instantly transferFootnote ††† money online from your Bank of America bank account to your Merrill Edge Guided Investing account.

  1. Please review the Merrill Edge Guided Investing Program Brochure (PDF) for important information including pricing, rebalancing and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. This program is not offered through an advisor. Merrill Edge investment advisory programs are offered by MLPF&S. MLPF&S and Managed Account Advisors LLC ("MAA") are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.
  2. Chief Investment Office (CIO) develops the investment strategies for Merrill Edge Guided Investing, including providing its recommendations of ETFs and related asset allocations. Managed Account Advisors LLC (MAA), Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Guided Investing strategies for client accounts, including facilitating the purchase and sale of ETFs in client accounts and updating account asset allocations when the CIO's recommendations change, while also implementing any applicable individual client or firm restriction(s).
  3. Certain banking and brokerage accounts may be ineligible for real-time money movement, including but not limited to transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop down menu on the transfer screen.

Jaycee Boll is licensed to do business in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Supervisory Office2555 W Chandler Blvd
Chandler, AZ 85224