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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jul 2026

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Bank of America-Merrill Lynch | The Grid by Zolidar

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Bank of America-Merrill Lynch

Last updated at 2024-11-15

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About

Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment…

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Services and Fees

Conversion Support: Business Planning & Modeling

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Organization type

Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

100 North Tryon Street, Charlotte, NC, MD, USA

Associated people

Current

Michael Teague
Portfolio Advisor, Financial Advisor

Previous

Catherine Toner
Managing Director, Impact Investing at Gary Community Ventures

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