First Merit Private Bank®
Experience Uncommon Commitment
You and your family have been at the heart of what we do for over 100 years. At First Merit Private Bank, providing thoughtful financial guidance, comprehensive wealth planning, and elite client service isn’t status quo—it’s our uncommon commitment.
Expert guidance and market insights
Our holistic approach to planning ensures your financial strategy evolves with changing conditions. Our team of experts will keep you well-informed with market news, financial insights, and economic trends to support your unique goals, lifestyle, and family dynamics.
2024 Beyond Business Report
In our 2024 Beyond Business Report, we surveyed small to mid-size business owners to better understand key economic and planning issues they face. Addressing these issues head on is our way of helping guide business owners through various challenges and life stages.
Connect with a wealth advisor
Our advisors foster authentic, lasting relationships through local wealth teams that live and work in your community. If you have a financial question or interest in working with an advisor, let’s get in touch.
Wealth management solutions
From planning for milestone life events, to managing complex financial structures and creating advanced cash management strategies, our wealth team is with you every step of the way approaching your needs from the heart.
Investment Management
Trust & Estates
Banking & Lending
Online Services
Digital Banking
Powered by Purpose
A shared desire to serve others is at the heart of First Merit’s culture.
Philanthropy
First Merit made over 600 donations to programs that help our communities thrive, totaling more than $10 million.
Volunteerism
Our colleagues dedicated more than 28,500 hours to support over 1,100 community organizations.
Sustainability
First Merit invested more than $15 million in over 300 projects promoting environmental stewardship.
FINRA BrokerCheck
See more about the First Merit Investment Company and our investment professionals at FINRA BrokerCheck.
First Merit Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investment Management professionals, who provide, among other services, trust and estate administration and portfolio management from The First Merit National Bank, and licensed investment representatives of The First Merit Investment Company, which offers securities and investment advisory services. First Merit Private Bank® is a federally registered service mark of First Merit Bancshares Incorporated.
First Merit Financial Advisors® is a service mark and trade name under which The First Merit Investment Company offers securities and insurance products and services. The First Merit Investment Company is a registered broker-dealer, member FINRA and SIPC, and registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The First Merit Investment Company is a wholly-owned subsidiary of First Merit Bancshares Incorporated.
Certain insurance products are offered by First Merit Insurance, Inc., a wholly-owned subsidiary of First Merit Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with First Merit Insurance, Inc.
Trust and investment management services are provided by The First Merit National Bank, a national bank with fiduciary powers. The First Merit National Bank is a wholly-owned subsidiary of First Merit Bancshares Incorporated.