We also created a series of videos to help explain the different ways that customers can invest with Merrill Edge.
Overview Video
Guided Investing
Financial Solutions Advisor
Merrill Edge Investment Guidance
My team partnered with Merrill Edge to revamp the Investment Guidance section of their public website. I led the content strategy—auditing, mapping, and reorganizing existing materials into a clearer, more user-friendly structure. And then crafted all the copy for the new experience, designed to offer practical investment guidance for every life stage—from those just starting out to those already living in retirement.