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Robert Ainsworth
Contact me 888.372.6933 ext. 1592020

My name is Robert Ainsworth, and I’m a licensed Merrill Edge Investment Consultant SA. We’ll start by discussing your overall approach to investing. As we work together, I can help you assess your financial situation and understand your goals; discuss available strategies that may meet your needs; walk you through the process of setting up your account; and answer any questions you may have.

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

Let's get started

Use our tools to help clarify your needs and find out where you stand.
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Bank of America Preferred Rewards

Preferred Rewards

Enjoy real benefits and rewards on your Merrill Edge 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 Edge® investing and Bank of America banking 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.

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

Investment Consultants are licensed investment professionals who can review your specific financial situation, offer you general investment guidance and discuss Merrill Edge® products and solutions, plus advise you on the full 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. Investment Consultants 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 regularly to address their specific needs.

You should expect a call from an Investment Consultant on a quarterly basis; you are encouraged to reach out to us anytime you have a need.

Yes. With one login, you can view and instantly transfer money online from your Bank of America bank accounts to your Merrill Edge® investment accounts.Footnote Plus, your Merrill Edge 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 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. 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.

Robert Ainsworth 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 Office4803 Deer Lake Dr W
Jacksonville, FL 32246