For domestic partners and members of the lesbian, gay, bisexual, and transgender community, effective wealth management is paramount. Addressing your complex financial needs successfully will require a strategy that goes beyond investment advice to integrate retirement, estate planning, banking, trust and other considerations. At Merrill Lynch, we understand the importance of building an advisory team that understands the unique challenges you face. The right team of professionals can help you make informed decisions, ensure a secure financial future, and work to make sure your legacy is carried out according to your wishes.
Specialized Solutions for Domestic Partners
- Merrill Lynch provides expansive Domestic Partner Benefits, including LGBT family benefits coverage such as paid paternity leave, coverage of domestic partner in vitro fertilization as well as adoption reimbursement.
- Merrill Lynch's corporate policy includes non-discrimination based on sexual orientation, and was one of the first financial services firms to include, it and now includes non-discrimination based on gender identity and expression.
- Merrill Lynch was one of the first companies in the country to add LGBT companies to our Supplier Diversity Network (fewer than 5 Fortune 500 companies currently have LGBT supplier diversity).
- Merrill Lynch has been recognized by Out and The Advocate as one of the most gay-friendly firms in the country.
- Merrill Lynch was recognized by GFN.com as one of the Top 50 Gay-Friendly Companies.
- HRC Corporate Equality Index has rated Merrill Lynch 100% on its 2006-2009 survey (4+ years).
- Diversity Inc. has named Merrill Lynch number 3 of the "Top 50 Companies for Diversity" and among the "Top 10 Companies for LGBT Employees."
- PFLAG (Parents and Friends of Lesbians & Gays) awarded the 2007 Corporate Leadership Award to Merrill Lynch.