Consultant Relations | Bank of America Merrill Lynch
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2019 Workplace Benefits Report:
Workplace-offered financial education and resources double in recent years.

Information at your fingertips

We recognize the essential role of consultants in the retirement and benefit plan industry and look forward to serving as your business resource.

You can learn more about the solutions and services we can offer to you and your clients by visiting the links at the left.

We welcome the opportunity to work with you
Our dedicated Consultant Relations team is ready to work with you. Whether you are conducting a search or gathering information to help your clients improve retirement outcomes, we encourage you to contact us.

Roger W. Gray
Head of Institutional Sales
and Consultant Relations

Michael Keady
Director Consultant Relations

Jack McDonald
Director Consultant Relations


Please reach out to one of us to request a meeting, or for general Inquiries or RFP support.

Thank you.
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See how Retirement & Benefit Plan Services can expand the possibilities of your employee benefit solutions.
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