TOP 30 Merrill lynch investment strategies in Arizona

Merrill Lynch Financial Advisor Wayne R Rich is a finance institution located at 275 East Rivulon Boulevard, Gilbert, Arizona, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Services include trust, fiduciary, and investment management, with assets managed by the Specialty Asset Management Team. The institution has been recognized on the Forbes "Best-in-State Wealth Advisors" list. The team focuses on understanding your goals and priorities to create a customized financial strategy that reflects your investment style and life plan. With a focus on building long-term relationships, the team helps clients navigate financial complexities and possibilities, adjusting strategies as needed to keep clients on track to achieve their goals. Merrill Lynch Wealth Management Advisors work with clients to design personalized investment approaches that address their unique needs and pursue their goals. The institution offers a range of financial tools and solutions based on clients' circumstances, helping them stay on track regardless of market fluctuations. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States.

Merrill Lynch Financial Advisor Aaron F Berger is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. This institution offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Aaron Berger has been helping clients simplify their financial life since 1994, implementing customized financial strategies to help clients reach their long term goals and dreams. He holds the CERTIFIED FINANCIAL PLANNER™ and CRPC designations. Aaron is dedicated to giving back to the community and is actively involved in charitable organizations. He believes in understanding each client's unique needs and goals to create personalized financial plans. With access to investment insights from Merrill and banking solutions from Bank of America, Aaron works with clients to develop an approach that addresses their financial needs. The institution offers tools to help clients track changes in their financial goals and progress. By connecting life and finances, Merrill advisors provide informed decisions to help clients pursue their goals. The institution goes beyond the traditional role of an advisor, providing research and resources to help clients make informed decisions. It is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services.

Merrill Lynch Financial Advisor Ryan Berns is a finance institution located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. Changes in life may require adjustments to your investment approach, and Ryan Berns is here to help. As a CERTIFIED FINANCIAL PLANNER™ - CFP® Professional, Chartered Retirement Planning CounselorSM - CRPC®, and Chartered SRI Counselor™ - CSRIC™, Ryan follows a disciplined process to understand your needs and priorities. With access to resources, investment choices, and banking services from Bank of America, Ryan can help you position yourself for the retirement lifestyle you desire. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals. Ryan and his team are dedicated to building strong client relationships based on trust and personalized service. They focus on your family, goals, and priorities, adapting your financial approach as your life changes. By understanding your aspirations and designing a personalized plan, Ryan aims to help you pursue your financial goals while managing investment risk. With access to investment insights and banking solutions, Ryan can develop an approach to address your financial needs. The institution offers tools to help you keep track of changes in your life and goals, ensuring your financial approach reflects these changes. The goal is to help you achieve financial success by making investment decisions that align with your personal goals. By staying in touch and revisiting your financial approach, Ryan can help you stay on track to achieve what matters most to you. Let's work together to create a financial approach that reflects your personality and priorities, helping you reach your goals. As a Merrill Lynch Wealth Management Advisor, Ryan can help you navigate the financial complexities of life and build a customized investment approach tailored to your needs and goals. With a dedicated one-on-one relationship, you can receive personalized investment strategies and comprehensive financial solutions. Ryan Berns is registered to do business in multiple states and holds various certifications in the field of financial planning. Investing involves risk, but with the right advisor by your side, you can navigate the markets and pursue your financial goals with confidence.

Merrill Lynch Financial Advisor Michael Plesh, located at 275 East Rivulon Boulevard in Gilbert, Arizona, is a dedicated finance institution focused on providing personalized wealth management services to affluent families. Michael and his team are committed to building strong client relationships based on trust and personalized service. With a Bachelor of Science in Finance and as a CERTIFIED FINANCIAL PLANNER™ professional, Michael creates tailored financial plans to help clients navigate complex decisions and prepare for retirement. Recognized as one of the Forbes "Best-in-State Wealth Management Teams," Michael and his team offer proactive management of concentrated stock holdings, personalized wealth analysis, and insights to help clients achieve their financial goals. They believe in leaving memories, not just money, and strive to help clients find joy while maintaining long-term financial stability.

Merrill Lynch Financial Advisor Kyle Hiatt is a finance institution located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. Kyle Hiatt can help you manage your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kyle Hiatt can assist you in pursuing your financial objectives. Kyle Hiatt believes in participating in the communities he serves and volunteers with local organizations. By using the Merrill Personal Wealth Analysis™, Kyle Hiatt can build a personalized plan centered around your goals. As a Merrill Lynch Wealth Management advisor, Kyle Hiatt focuses on what matters most to you - your family, goals, and priorities.

The Merrill Lynch Financial Advisor Jack S Gunter is located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. Specializing in finance, the Gunter Hamilton DeCaro Wealth Management Group is dedicated to providing clients with an exceptional wealth planning experience. With a focus on building enduring relationships, the institution takes the time to deeply understand clients' financial goals and concerns. Founded in 1970, the group has weathered historic market volatility and uses this experience to help clients navigate risks and achieve their financial objectives. The institution's planning-based approach involves asking clients thought-provoking questions to understand their unique financial situation and goals. By prioritizing clients' aspirations and needs, the group develops customized investment portfolios that align with clients' risk tolerance and investment timelines. The team at Gunter Hamilton DeCaro Wealth Management Group also offers retirement income generation and distribution strategies, helping clients plan for a secure and fulfilling retirement.

Merrill Lynch Financial Advisor Rizwan H Shah, located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States, is a finance institution dedicated to helping clients manage their wealth through personalized strategies. With access to the investment insights of Merrill and banking solutions from Bank of America, Rizwan Shah works closely with clients to understand their goals, priorities, and financial situation. By developing a personalized plan tailored to each client's needs, the institution aims to help individuals and families pursue their financial goals while managing investment risk. Rizwan Shah is a Certified Financial Planner with expertise in areas such as retirement planning, education funding, and wealth transfer. By taking a comprehensive approach to financial management, the institution helps clients navigate the complexities of their financial lives and make informed decisions to achieve their goals. Through ongoing communication, regular reviews, and updates to the financial approach as needed, Rizwan Shah and his team strive to help clients stay on track and adapt to changes in the market and in their personal lives.

Merrill Lynch Financial Advisor W Craig Fielder is a finance institution located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States. Their mission is to understand each client individually, focusing on their financial goals and aspirations. They help design and implement personalized plans to manage investment risk and pursue financial goals. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer various services, including personalized financial plans, goal tracking, and regular reviews to ensure clients stay on track to achieve their goals. Their advisors have received recognition from financial industry publications for their exemplary client service. By getting to know each client personally, they can create a financial approach that reflects their unique needs and priorities, helping them achieve their financial goals. With access to the latest investment insights and strategies, Merrill Lynch Financial Advisor W Craig Fielder is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Garett Fig, located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States, is a Vice President and Senior Financial Advisor with over 20 years of experience in the financial services industry. Garett provides personalized financial solutions based on clients' risk tolerance, time horizon, and investment goals. With a background in top tier investment banks and a global insurance and advisory firm, Garett offers a wealth of experience and resources to help clients achieve financial success. By building relationships based on trust and mutual respect, Garett works with clients to develop viable plans that serve as roadmaps for their financial future. Garett holds the Chartered Retirement Planning Counselor, CRPC® and CPFA designations, and is dedicated to helping clients reach their financial goals through personalized investment strategies. Contact Garett Fig to start your journey towards financial success.

Merrill Lynch Financial Advisor Jonathan Savage is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Jonathan Savage specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to investment insights from Merrill and banking solutions from Bank of America, Jonathan aims to help clients pursue their financial aspirations. With a focus on understanding clients' priorities and goals, Jonathan works to develop customized wealth management strategies. Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered around their objectives. Jonathan believes in the importance of staying informed and offers guidance on a range of financial decisions, from retirement planning to funding education and passing wealth to future generations. By utilizing the Investment Personality Assessment, Jonathan gains a deeper understanding of clients' investing preferences to create a financial approach that aligns with their goals. With a commitment to ongoing communication and adjustments to financial approaches as life changes, Jonathan helps clients stay on track towards achieving their financial aspirations. As a Chartered Retirement Planning Counselor™, Jonathan is registered to do business in multiple states and offers personalized investment strategies to address clients' needs and goals. With a focus on building a one-on-one relationship with clients, Jonathan aims to provide comprehensive financial solutions and investment insights to help clients live their best financial life.

Merrill Lynch Financial Advisor Christopher S Downs is a reputable finance institution located at 275 East Rivulon Boulevard in Gilbert, Arizona, United States. Christopher S Downs is a seasoned financial advisor with a wealth of experience in helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Christopher S Downs can provide expert guidance and personalized strategies to help you succeed. Trust Merrill Lynch Financial Advisor Christopher S Downs to help you navigate the complexities of the financial world and secure a stable financial future.

Merrill Lynch Financial Advisor Jeremy A Pickles, located at 275 East Rivulon Boulevard in Gilbert, Arizona, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As a Merrill advisor, Jeremy can help you develop a comprehensive plan centered around your goals and priorities, whether it's wealth transfer, pursuing passions, or planning for future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, Jeremy works with clients to address their financial needs and help them pursue their goals. By regularly reviewing and adjusting your financial approach, Jeremy aims to help you stay on track to achieve what matters most to you. With a team of dedicated Merrill Lynch Wealth Management Advisors committed to your needs, Jeremy provides personalized investment strategies and comprehensive financial solutions to help you navigate the ever-changing financial landscape. Contact Jeremy Pickles today to start creating a customized financial strategy that can help turn your goals into reality.

Merrill Lynch Financial Advisor Justin Gillham, located at 23655 North Scottsdale Road in Scottsdale, Arizona, is a finance institution offering personalized wealth management services to high net worth individuals and businesses. Justin Gillham, a Senior Vice President and Wealth Management Advisor, has over 15 years of experience in the financial services industry. His team provides a holistic approach to wealth management, including investing, estate planning, retirement planning, wealth transfer, education planning, wealth preservation, and life insurance. Justin holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor designation, demonstrating his commitment to providing excellent service. Additionally, Bryan Wollheim and Edward Sarraf, both Senior Vice Presidents and Wealth Management Advisors, bring a wealth of experience and expertise to the team. The institution prides itself on building deep and valued relationships with clients, understanding their goals and specific situations to provide tailored advice and strategies. Whether you are planning for retirement, saving for a home, or funding your child's education, the team at Merrill Lynch Financial Advisor Justin Gillham is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor R. Michael Gehring is a finance institution located at 275 East Rivulon Boulevard, Gilbert, Arizona, United States. R. Michael Gehring is a Vice President Wealth Management Advisor with Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. With over 35 years of experience in the financial services industry, Michael focuses on providing Business Financial Services, Personal Financial Services, Estate Planning Services, Risk Management, Portfolio Management, Asset Preservation Techniques, and Tax Minimization Strategies. He received his Bachelor of Science in Finance from Arizona State University and currently resides in Mesa, Arizona with his wife LaVonna. The institution offers personalized financial strategies to help clients reach their short, medium, and long-term goals, with a focus on understanding and prioritizing individual needs. Through the Merrill Personal Wealth Analysis™, clients can build and document a personalized plan centered on their goals. Merrill Lynch Wealth Management Advisors work with clients to design an approach that reflects their unique needs, priorities, and financial situation, helping them stay on track regardless of market fluctuations. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their financial needs. Michael Gehring is registered to do business in multiple states and is dedicated to helping clients achieve their financial goals through personalized advice and guidance.

Merrill Lynch Wealth Management is a finance institution located at 23655 North Scottsdale Road, Scottsdale, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer financial strategies backed by years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice, as we can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Our financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. With access to industry analysts and specialists, our advisors can fully understand each client's financial situation and collaborate on creating long-term financial strategies. We are also committed to giving back to the communities we serve through volunteerism and charitable outreach.

Merrill Lynch Financial Advisor Corey D Lewis is a finance institution located at 14636 North Scottsdale Road in Scottsdale, Arizona, United States. Specializing in personalized wealth management strategies, Corey Lewis can help create a flexible financial plan tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Corey works to help you manage, grow, and preserve your wealth for the future. By participating in the community and volunteering with local organizations, Corey demonstrates a commitment to serving the needs of clients and the community. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations, adapting to changes in your life and financial situation over time. With a focus on understanding your unique needs and priorities, Corey Lewis aims to help you achieve your financial goals and navigate the complexities of the market. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Corey can provide the guidance and expertise needed to help you succeed. With a dedication to putting clients first and providing personalized investment strategies, Corey Lewis is committed to helping you live your best financial life.

Merrill Lynch Financial Advisor Judith G Lewis is a distinguished finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Merrill is proud of its advisors, including Judith G Lewis, who have received recognition from financial industry publications and Bank of America Corporation. Judith G Lewis has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2023 and as part of the "Best-in-State Wealth Management Teams" in 2024. With the support of Merrill's global resources, Judith G Lewis and her team are dedicated to providing exemplary client service and building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, Judith G Lewis focuses on understanding your family, goals, and priorities to create a personalized financial approach that evolves with you over time. By starting with a conversation to identify your most important goals, Judith G Lewis can help you make investment decisions that align with your aspirations. Using the Investment Personality Assessment, Judith G Lewis can customize a financial approach tailored to your preferences and objectives.

Merrill Lynch Financial Advisor Matthew P Apostolik is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our team consists of talented and experienced financial advisors dedicated to building strong relationships with clients based on trust and collaboration. We believe in starting every relationship with a conversation to identify and prioritize your goals. Our Investment Personality Assessment helps us understand your preferences and customize a financial approach tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop strategies to address your financial goals. Our team, with over eight decades of collective experience, is committed to helping individuals, families, and institutions make informed decisions about wealth management. We offer personalized attention, proactive communication, and a disciplined process to help simplify our clients' finances so they can focus on what matters most to them. We have received recognition from financial industry publications for our exemplary client service and are proud to serve our clients with the personal attention they expect and deserve.

Merrill Lynch Financial Advisor David E. Lopez-Monroy is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. The team at this institution is dedicated to understanding your values and goals to help you achieve financial success. With over 20 years of experience in tax, consulting, and cross-border business practices, David Lopez-Monroy provides comprehensive financial guidance to clients. The team at Merrill Lynch Wealth Management offers personalized plans centered around your individual goals and priorities. By working with other experienced financial advisors, they provide a holistic approach to financial planning for high net worth families. David Lopez-Monroy is committed to understanding your unique financial situation and helping you pursue your life goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch can help you develop a personalized financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, they can help address your financial needs and goals. David Lopez-Monroy is registered to do business in several states, including Arizona, California, Nevada, and Texas. Contact Merrill Lynch Financial Advisor David E. Lopez-Monroy for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Steven T Strong, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution dedicated to understanding your financial goals and helping you achieve them. Steven T Strong and his team focus on personalized financial planning to help you manage, grow, and preserve your wealth while considering your aspirations for the future. By utilizing resources from Merrill and Bank of America, they develop tailored approaches to address your financial needs, whether it involves retirement planning, education funding, or wealth transfer to future generations. Their approach begins with a conversation to identify your priorities and goals, using tools like the Investment Personality Assessment to customize a financial strategy that aligns with your values and preferences. Recognized for exemplary client service, Steven T Strong has been featured in publications like Forbes and Barron's for his dedication to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Juan C Tapia Camou is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. They believe in starting every relationship with a conversation to understand and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, they listen to your needs and provide personalized advice and guidance. Using research in behavioral finance, Merrill Lynch has developed the Investment Personality Assessment to better understand your investing preferences. This helps them customize a financial approach tailored to your goals. They offer tools to track changes in your life and goals, ensuring your financial approach reflects your current situation.

helps you pursue your goals and navigate life's financial challenges. From retirement planning to education funding, investment strategies to estate planning, we are here to provide personalized advice and guidance every step of the way. With Merrill Lynch Financial Advisor Brian Upshaw, you can trust that your financial future is in capable hands. Contact us today to schedule a consultation and start planning for a secure tomorrow."

Merrill Lynch Financial Advisor Bobby Bakos is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Bobby Bakos specializes in managing wealth by understanding each client's unique financial situation and goals. By creating personalized strategies that adapt to changing market conditions, clients have access to the investment insights of Merrill and the banking solutions of Bank of America. Bobby Bakos and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Bobby Bakos focuses on what matters most to each individual client, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Bobby Bakos can create a customized financial approach that aligns with each client's goals and priorities.

Merrill Lynch Wealth Management is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of wealth management knowledge and experience, including retirement income planning and guidance on investments. Our advisors prioritize client service and satisfaction, helping clients identify and achieve personal and professional goals. Through volunteerism and charitable outreach, we support our communities. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources. We provide continuing professional training and mentoring for new and experienced advisors. Our goal is to help clients pursue their financial goals and prepare for future challenges. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering a range of services including financial planning. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Banking products are offered through Bank of America, N.A. Our commitment is to help clients achieve their goals through personalized investment approaches and wealth management advice.

Merrill Lynch Financial Advisor Nate Clark is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. With a focus on managing your wealth, Nate Clark provides personalized wealth management strategies tailored to your goals and priorities. Committed to serving the community, Nate volunteers with local organizations and believes in building strong client relationships based on trust and personalized service. By utilizing the resources of Merrill and Bank of America, Nate can help you create a flexible financial strategy that adapts to changing market conditions. Through the Merrill Personal Wealth Analysis™, Nate will work with you to develop a personalized plan centered on your goals. By understanding your investment personality and preferences, Nate can customize a financial approach to help you pursue what matters most to you. With a focus on helping you achieve your goals, Nate will regularly review and adjust your financial approach to keep you on track. Whether you're planning for retirement, saving for a home, or funding education, Nate is dedicated to helping you turn your financial goals into reality. Contact Merrill Lynch Financial Advisor Nate Clark to start building a customized investment approach to address your needs and pursue your goals.

Merrill Lynch Financial Advisor James Michael Wood, located at 3500 East Sunrise Drive in Tucson, Arizona, United States, is a finance institution dedicated to understanding your unique financial goals and helping you achieve them. With a personalized approach, the team at Merrill Lynch works to design and implement a plan tailored to your needs, focusing on managing investment risk while pursuing your aspirations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they aim to address your financial needs and help you stay on track to achieve your goals. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch offers personalized wealth management strategies to help you navigate life's financial complexities. Whether you're planning for retirement, education expenses, or passing wealth to future generations, Merrill Lynch is dedicated to providing thoughtful analysis and guidance to help you reach your financial objectives.

Merrill Lynch Financial Advisor Joseph R Poliseo, located at 3500 East Sunrise Drive in Tucson, Arizona, is a trusted institution in the finance industry. The advisors at Merrill have received recognition from prestigious publications like Forbes and Bank of America Corporation, setting the standard for exemplary client service. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations and a deep understanding of your goals, Merrill helps you make investment decisions that align with what matters most to you. The Investment Personality Assessment helps customize your financial approach to pursue your unique goals. With access to investment insights and banking solutions, Merrill works with you to develop a personalized plan designed to meet your financial needs and aspirations. The mission of Merrill is to understand you and what matters most, helping you design and implement a plan to pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis™, a personalized plan is built around your goals and what you want to achieve. Regular check-ins and updates ensure your financial approach reflects changes in your life and the market. Merrill Lynch Wealth Management Advisors are committed to helping you navigate the complexities of your financial life, providing personalized investment strategies and comprehensive financial solutions. With a dedicated Merrill advisor, you can access the latest investment insights, tips, and strategies to help you live your best financial life.

Merrill Lynch Financial Advisor Luis E Zaragoza is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. The institution focuses on creating personalized financial strategies to help clients achieve their goals. They believe in starting every relationship with a conversation to understand what matters most to each individual. By utilizing behavioral finance research, they aim to tailor their financial approach to align with the client's investing preferences and aspirations. The institution offers the Investment Personality Assessment to gain a deeper understanding of each client's goals and priorities. They provide tools to help clients track changes in their lives and adjust their financial approach accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop a comprehensive plan to address their financial needs.

Merrill Lynch Financial Advisor Brian D Massingale is a finance institution located at 14100 North 83rd Avenue, Peoria, Arizona, United States. Supported by the global resources of Merrill, their team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on asset allocation, diversification, and rebalancing to help clients pursue their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities and aspirations. Through the Investment Personality Assessment, they tailor financial approaches to meet individual needs. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on goals. Advisors regularly review and adjust financial approaches to keep clients on track. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors help build customized investment strategies to address needs and goals. They provide access to comprehensive financial solutions from Bank of America. The institution emphasizes putting clients first and offers personalized advice and guidance to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Brunai Johnson, located at 2555 East Camelback Road, Suite 900, Phoenix, Arizona, United States, offers insights, observations, and ideas to help clients pursue their financial goals. The institution provides personalized wealth management strategies, access to investment insights from Merrill, and banking solutions from Bank of America. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. By understanding clients' goals and priorities, the institution helps create customized financial plans to help clients achieve what matters most to them. The advisors at Merrill Lynch focus on helping clients navigate through life changes and market fluctuations to stay on track towards their financial goals. With a focus on personalized service and tailored financial approaches, Merrill Lynch Financial Advisor Brunai Johnson aims to help clients achieve their financial aspirations.