Vol. IV / Issue 26Private Edition · 2026 EnrollmentUpdated May 04, 2026
Merrill Wealth Management
Eric Schimpf's Stock Investment
Combat Framework.
The decision-grade playbook distilled from leading 600+ top advisors and nearly $4 trillion in client assets — translated into a 2026 stock strategy you can execute, with a dedicated advisor in your corner.
Eric SchimpfPresident & Co-Head, Merrill Wealth ManagementFormer U.S. Army Infantry Officer · Air Assault Qualified
"Markets are not a casino — they are a battlefield. The difference between a $4 trillion book and a blown-up retail account is discipline applied with precision."
— framework principle №1
$4TClient Assets Under Leadership
600+Top Advisors Directed
26yrInside Bank of America
38/100Private Seats Remaining
The Inner Circle
Top-Team Execution. Concierge-grade service.
You will not receive generic advice. You will be paired with a dedicated advisor working inside the Eric Schimpf framework — engaged with you, every trading day, through 2026.
01
Daily Live Position Audit
Every market day at a fixed time: a real-time read on the tape, then a name-by-name examination of every position you hold — buy, hold, trim, exit, with target and stop. No filler, no hedging language.
02
Precision Stock Selection
Three to five high-conviction tickers each week. Each pick arrives with the thesis, the entry zone, the invalidation level, and the exit plan. You do not guess — you execute.
Most-used
03
Hardline Risk Framework
Per-position stops. Strict position-size discipline. Capital preservation rules that come before any return objective. The market does not surprise a disciplined book.
04
Pre-Market Intelligence Brief
Delivered before 7:30 a.m. ET. Macro setup, sector posture, levels that matter today, and a clean operating note for the session ahead. You arrive prepared.
05
Real-Time Allocation Alerts
Triple-channel notification — WhatsApp, SMS, in-app — the moment the framework calls for a move. When the tape changes character, you are not the last to know.
06
End-to-End One-on-One Execution
From selection to entry, sizing, dynamic rebalancing, and risk control — your advisor implements the Eric Schimpf framework alongside you, position by position, week by week.
Application-only · 38 of 100 seats remaining
Coverage & Recognition
Barron's Top Advisor List
Forbes Best-In-State
Bloomberg Markets
Bank of America
Financial Times
WSJ Wealth
est.
1995
Footage · Merrill Lynch
Your Architect
A career built on discipline, not on noise.
Before Wall Street, Eric Schimpf served as a U.S. Army Infantry Officer, Air-Assault qualified. That same operational discipline now governs how he leads Merrill Wealth Management alongside Co-Head Lindsay Hans — directing 600+ top advisors and stewarding nearly four trillion dollars in client capital.
The framework you are about to enroll in is not a marketing rebrand of public advice. It is the field application of how the firm's Investment Solutions Group translates the Chief Investment Office into executable positions for private clients.
President & Co-Head, Merrill Wealth Management
Top-Tier Advisor, Bank of America Executive Management
26 years inside Bank of America's wealth platform
Air-Assault qualified, U.S. Army (former)
The Path In
Three steps. No noise.
Enrollment is application-only. Once a seat is granted, you are inside the framework within 24 hours.
i
Qualification
Answer four questions. We confirm fit and capacity. If the framework is wrong for you, we say so — directly.
ii
Pairing
You are matched with an advisor inside the Schimpf framework. WhatsApp, SMS, and in-app channels are activated.
iii
Execution
Pre-market briefs, weekly conviction list, daily live audit, and real-time alerts — every trading day of 2026.
discipline
before return
Photograph · Merrill Lynch Executive
The Record
Numbers, not narratives.
~$4TClient assets under leadershipAcross the Merrill platform
600+Top advisors directedBarron's & Forbes-ranked
7:30amDaily intelligence briefBefore market open, every day
4.9 / 5.0Based on 1,284 verified reviews · TrustVault
MT
Marcus T.Phoenix, AZ · Member since Feb 2026
"I sat on the sidelines for two years after losing a chunk in '23. The pre-market brief alone changed how I read the open. My advisor walked me line-by-line through every position I was holding — half I shouldn't have been in. The discipline is the product."
JR
Janelle R.Charlotte, NC · Member since Jan 2026
"Best decision I've made for my portfolio. I'm a physician — I don't have time to read 50 newsletters. The 7:30 a.m. brief and three weekly picks is exactly the format I needed. Everything has a stop. Nothing is left to vibe."
DK
Daniel K.Boston, MA · Member since Mar 2026
"I was skeptical of anything attached to a 'big firm name'. But this isn't generic Merrill content — this is specific, executable, with real risk discipline. My advisor pulled me out of a position the day before it gapped down 9%. That call alone covered the year."
PA
Priya A.Seattle, WA · Member since Dec 2025
"My advisor responds in minutes on WhatsApp. I came from a brokerage where I couldn't get a callback in two days. The level of attention here is what private wealth should feel like. Worth every penny — and I'm not someone who says that lightly."
RS
Robert S.Dallas, TX · Member since Nov 2025
"I've worked with three advisors in my life. None of them put a stop-loss on every single position the day it was opened. That's the difference. I sleep better — that's the honest review."
EH
Eleanor H.Naples, FL · Member since Feb 2026
"After my husband passed, I needed someone I could trust with our retirement accounts. My advisor explained every move in plain English. He even told me to ignore one 'hot' tip I'd gotten elsewhere — said it didn't fit the framework. He was right."
TJ
Tyler J.Denver, CO · Member since Jan 2026
"The weekly conviction picks aren't 'hot stocks' — they're actually researched. Each one has a thesis, an entry, a stop. I track everything in a spreadsheet now. Total approach upgrade for me."
CW
Carla W.Atlanta, GA · Member since Mar 2026
"I'm not the typical client — I run a small business and most of my net worth is tied up in it. The advisor took that into account and kept the equity book deliberately defensive. That's bespoke, not template."
Honest Answers
Questions, answered.
Is this an official Merrill Lynch product?
This page presents an investor-education framework inspired by the public communications of Eric Schimpf and the Merrill Wealth Management Investment Solutions Group. Enrollment is delivered through an independent advisory team that operates the Combat Framework methodology. It is not an official offering of Merrill Lynch, Pierce, Fenner & Smith Incorporated, or Bank of America Corporation. See the full disclaimer at the foot of this page.
Who qualifies for a private seat?
Investors actively managing a self-directed brokerage account who are willing to follow the framework's risk discipline. We accept applications across capital sizes; capacity is limited because pairing is one-on-one.
How is communication delivered?
Three channels: WhatsApp for fast tactical alerts, SMS for redundancy on critical calls, and in-app for full briefs and weekly conviction lists.
Can I cancel?
Yes — at any time, no penalty. The framework earns its place by demonstrating value week after week.
Are returns guaranteed?
No. Investing carries risk. Any figures discussed reflect framework objectives or historical examples and are not promises of future performance. Read the full disclaimer linked in the footer.
2026 Enrollment
Stop reading. Start executing.
The framework that quietly directs nearly four trillion in client capital is now open to a private circle of 100 investors. 38 seats remain.
Application-only · Closes in 72 hours · No spam, ever
38 seats remaining · Closes in 72 hours
One Question · 10 Seconds
Inside the Schimpf framework — what kind of 2026 are you here to build?
Pick the answer closest to your goal. Your advisor will be paired against your selection.
Profile received.
Connecting you to your dedicated advisor on WhatsApp now…
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Privacy Policy
Last updated May 04, 2026.
We collect only the information you voluntarily provide during enrollment — name, email, phone, and the answer you select on the qualification questionnaire. We use it solely to pair you with an advisor inside the Schimpf Combat Framework, deliver enrollment communications, and meet our legal obligations.
We do not sell your information. We do not share it with unaffiliated third parties for their marketing. Communications partners (WhatsApp Business, SMS gateway, email service) process data only as required to deliver the messages you have asked us to send.
You may request deletion of your information at any time by emailing privacy@schimpf-framework.com. We will honor verified requests within 30 days, except where retention is required by law.
Cookies on this site are limited to functional and analytics use. You can disable them in your browser without affecting access to enrollment.
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Terms of Use
Last updated May 04, 2026.
By accessing this site you agree to use it only for lawful purposes and in a manner that does not infringe the rights of, or restrict the use of, any third party.
The content presented — frameworks, briefs, picks, alerts, and member communications — is provided for informational and educational purposes. It does not constitute personalized investment advice, an offer to sell, or a solicitation to buy any security. You are solely responsible for any investment decision you make.
You may not reproduce, redistribute, or commercially exploit any portion of the framework materials without prior written consent. Member access is non-transferable.
We reserve the right to refuse, suspend, or terminate access at our discretion, including where conduct is inconsistent with the operating standards of the framework community.
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Investment Disclaimer
Last updated May 04, 2026.
This site is not affiliated with, endorsed by, or operated by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Corporation, or any of their subsidiaries. References to Eric Schimpf, Merrill Wealth Management, and related entities describe the public-record professional context that inspired the methodology presented here, and do not represent any official endorsement.
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Any figures discussed — including weekly, monthly, or annual return ranges — are illustrative goals or historical examples; they are not guarantees, projections, or assurances of any specific outcome for any individual.
The framework, briefs, and conviction picks delivered to members are general educational research, not personalized investment advice. Before acting on any information, you should consult a licensed financial advisor, tax advisor, and attorney as appropriate to your circumstances.
Markets are volatile. You can lose money. Use position sizing, stop-losses, and risk discipline. The decision — and the responsibility — is yours.