Vol. IV / Issue 26 Private Edition · 2026 Enrollment Updated 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.

See What You Receive
  • Hardline risk discipline
  • 3–5 weekly conviction picks
  • Pre-7:30 a.m. ET briefing
Portrait of Eric Schimpf, President of Merrill Wealth Management No. 026
Eric Schimpf President & Co-Head, Merrill Wealth Management Former 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
$4T Client Assets Under Leadership
600+ Top Advisors Directed
26yr Inside Bank of America
38/100 Private 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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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
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.

  1. i

    Qualification

    Answer four questions. We confirm fit and capacity. If the framework is wrong for you, we say so — directly.

  2. ii

    Pairing

    You are matched with an advisor inside the Schimpf framework. WhatsApp, SMS, and in-app channels are activated.

  3. iii

    Execution

    Pre-market briefs, weekly conviction list, daily live audit, and real-time alerts — every trading day of 2026.

Eric Schimpf in advisory session discipline before return Photograph · Merrill Lynch Executive
The Record

Numbers, not narratives.

~$4T Client assets under leadership Across the Merrill platform
600+ Top advisors directed Barron's & Forbes-ranked
7:30am Daily intelligence brief Before market open, every day
3–5 Weekly conviction picks With levels & invalidation
Verified Member Voices

A 4.9-rated private circle.

4.9 / 5.0 Based 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."

Reviewed Apr 18, 2026 TrustVault
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."

Reviewed Apr 11, 2026 TrustVault
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."

Reviewed Mar 29, 2026 TrustVault
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."

Reviewed Apr 02, 2026 TrustVault
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."

Reviewed Mar 14, 2026 TrustVault
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."

Reviewed Apr 21, 2026 TrustVault
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."

Reviewed Mar 22, 2026 TrustVault
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