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Photo of Michael Flanagan
Michael Flanagan
Schedule an appointment 214.515.7213
Photo of Michael Flanagan

Michael Flanagan

Financial Advisor6300 E Mockingbird Ln, Dallas, TX 75214 Learn more about this advisor's background on FINRA's BrokerCheck (BrokerCheck helps you research advisors and firms.)
214.515.7213
Schedule an
appointment

My name is Michael Flanagan, and I'm a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.

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Bank of America Preferred Rewards

Preferred Rewards

Enjoy real benefits and rewards on your Merrill investing and Bank of America banking account balances. And as your balances grow, so do your benefits.

Learn more about Preferred Rewards

Link your Merrill investing and Bank of America bank accounts to view and manage your money online and on your mobile device. With just one login, you can transfer funds instantly between your accounts.Footnote †

Learn more about linking your Merrill investing and Bank of America banking accounts
Watch video about linking your Merrill investing and Bank of America banking accounts

Invest for the priorities that matter most to you. Get resources, tools and solutions aligned to your financial goals.

Learn more about Life Priorities

FAQs

My name is Michael Flanagan, and I'm a licensed Merrill Financial Solutions Advisor. I can provide you with advice when you need it, an investment strategy and a portfolio aligned to your needs to help you pursue your investing goals.

A Merrill Financial Solutions Advisor is a licensed investment professional who can review your specific financial situation, offer you general investment guidance and discuss Merrill products and solutions.

The support you receive from your Merrill Financial Solutions Advisor is a complement to the relationship you have with your Merrill Lynch Wealth Management Advisor. The two work together to make sure you have a seamless experience no matter how you choose to invest.

A Merrill Financial Solutions Advisor will make sure you understand all the investment strategies available through Merrill, then will work with you throughout the onboarding process and offer support or guidance as needed to help you pursue your goals.

Yes. With one login, you can view and instantly transfer money online between your Bank of America bank accounts to your Merrill investment accounts.Footnote † Plus, your Merrill investment balances can help you qualify for Bank of America Preferred Rewards. If you're already a Preferred Rewards member, your balances can help you reach the next tier of benefits.Footnote ††

  1. 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.
  2. You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three-calendar-month period. Bank of America Advantage SafeBalance Banking accounts count towards the checking account and balance requirements, and receive benefits. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.

Financial Solutions Advisors are licensed investment professionals. They're ready to offer advice and guidance help you pursue your financial goals.

A Financial Solutions Advisor can provide a recommended investment strategy/managed portfolio as well as access to Bank of America banking solutions for cash management, savings, credit, lending and more.

To get the most out of the meeting, you should be prepared to answer questions about what's going on in your life today and your goals for the future. The more you're able to share, the more effective the Financial Solutions Advisor can be in recommending investment choices. It would also be helpful to have relevant documents handy, such as: income statements (W-2 forms, pay stubs, tax documents), bank statements, investment statements, 401(k) statements and a list of your monthly expenses.

You'll have periodic reviews with a Merrill Financial Solutions Advisor. You'll also be able to view your progress any time online with you own personalized dashboard. Of course, you can always reach out if you have questions or need specific advice and guidance.

Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill investment accounts.Footnote † Plus, your Merrill investment balances can help you qualify for Bank of America Preferred Rewards. If you're already a Preferred Rewards member, your balances can help you reach the next tier of benefits.Footnote ††

  1. 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.
  2. You are eligible to enroll in the Preferred Rewards program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill Edge® and Merrill Lynch® investment accounts of at least $20,000 for the Gold tier, $50,000 for the Platinum tier or $100,000 for the Platinum Honors tier. The combined balance is calculated based on your average daily balance for a three-calendar-month period. Bank of America Advantage SafeBalance Banking accounts count towards the checking account and balance requirements, and receive benefits. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements.

Michael Flanagan is licensed to do business in: AR, CO, FL, LA, NM, OK, TX

Supervisory Office7105 Corporate Dr
Plano, TX 75024214.209.7048