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SCOTTSDALE, AZ

Merrill Lynch Wealth Management Branch Office

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions—in rising, declining and turbulent markets—and we believe we are well-positioned to help you address your wealth management challenges and opportunities.

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Branch Office Profile

The Financial Advisors at our Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management. Employing the broad resources of Merrill Lynch Wealth Management, our financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

 

Culture

Our branch’s financial advisors are committed to client service and satisfaction. We begin every relationship by helping clients identify their personal and professional goals, including those related to lifestyle and multi-generational issues. With that information, combined with our ability to draw on industry analysts and specialists, financial advisors have the tools to fully understand each client’s current financial situation and can help them create potential financial solutions designed to help meet their long-term
objectives.

Community 

Through our volunteerism and charitable outreach, our branch helps support the economic, social and cultural life of the communities in which we live and work. In virtually every Merrill location across the country, employees are involved in fundraising activities meant to benefit their many neighborhoods and causes. And as a local branch office, we feel it is important for us to “give back” and help maintain vibrant, healthy communities and non-profit organizations.

 

Client Commitment

As a Merrill client, you have access to the knowledge and experience of industry-skilled advisors who are supported by the intellectual capital of Merrill, a goals-based wealth management platform, and the technological resources of a leading global financial services firm. Our advisors strive to fully understand your personal and business needs, and those of your family and future generations. We will put your interests first to help you pursue your financial and life goals.

Advisors at This Location

Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead.

The Greer Group

Merrill Lynch | Scottsdale, AZ

The GAF Group

Wealth Management Group

Remo Antoniolli,

CPFA,

CPWA

Assistant Vice President

Senior Financial Advisor

Sasson Afshari,

CPWA

Vice President

Wealth Management Advisor

Scott Grady

Senior Vice President

Senior Financial Advisor

Anthony F. Bellino

Vice President

Senior Financial Advisor

Jeffrey A. Miller,

CPFA

Assistant Vice President

Senior Financial Advisor

John K. Nail

Assistant Vice President

Senior Financial Advisor

Bradley S Stouffer

Senior Vice President

Senior Financial Advisor

Matthew B Howell,

CPFA,

CFP

Senior Vice President

Senior Financial Advisor

Stephanie Greer,

CPWA,

CRPC

Senior Vice President

Wealth Management Advisor

Andrew Heckel,

CPWA

First Vice President

Senior Financial Advisor

Donna Loro

Vice President

Senior Financial Advisor

Alexander Y Lu

Vice President

Senior Financial Advisor

Sergio Mejia

Assistant Vice President

Wealth Management Advisor

Aaron F Berger,

CFP,

CRPC

First Vice President

Wealth Management Advisor

Steven P. Gillan,

CFP,

CIMA

Senior Vice President

Wealth Management Advisor

Matthew T. Fernwalt,

CFP

Senior Financial Advisor

William Fusco,

CRPC

Vice President

Wealth Management Advisor

Scot T Benefiel,

CPFA

Senior Vice President

Senior Financial Advisor

Corey D Lewis

Senior Vice President

Wealth Management Advisor

Casey Dubinski

Assistant Vice President

Financial Advisor

Nadia Santangelo,

AAMS,

CRPC

Financial Advisor

Office Team

Brant Taylor| MLWM Market Executive| Director

Michael Hammerman| Client Relationship Manager| Vice President

Ryan Amanati| Market Supervision Manager| Vice President

Jan Wething| Market Supervision Manager| Vice President

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Events

ESG Meets Investing: 10 Reasons you should learn about Environmental Social Governance

May 13th, 2021 | 12:00PM-1:00PM PST

Please join your Merrill Lynch financial advisor for an insightful and thoughtprovoking

presentation by Savita Subramanian around Environmental Social

Governance. She will discuss why considering ESG characteristics are

critical for all investors, signs that ESG investing is moving from niche to

mainstream, how investors are taking a more nuanced look at “green” and

the growing importance of social factors.

Thursday, May 13, 2021 | 12:00 p.m. – 1:00 p.m. PT

12:00 p.m. Welcome and Introduction

Carole Wentz

Managing Director and Divisional Executive, Merrill

Savita Subramanian

Head of Environmental, Social & Governance (ESG)

Research Head of US Equity & Quantitative Strategy,

BofA Global Research

12:30 p.m. Q&A

Moderated by Andrew Britton

Director, Division COO, Merrill

1:00 p.m. Event Concludes

Webcast details will be provided to

attendees upon registration.

ESG Meets Investing:

10 Reasons you should learn about

Environmental Social Governance

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS

is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

Sustainable and Impact investing involves risk.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain

investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America

Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a

wholly owned subsidiary of BofA Corp.

Investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

© 2021 Bank of America Corporation. All rights reserved. MAP 3558591

Please join your Merrill Lynch financial advisor for an insightful and thoughtprovoking

presentation by Savita Subramanian around Environmental Social

Governance. She will discuss why considering ESG characteristics are

critical for all investors, signs that ESG investing is moving from niche to

mainstream, how investors are taking a more nuanced look at “green” and

the growing importance of social factors.

Thursday, May 13, 2021 | 12:00 p.m. – 1:00 p.m. PT

12:00 p.m. Welcome and Introduction

Carole Wentz

Managing Director and Divisional Executive, Merrill

Savita Subramanian

Head of Environmental, Social & Governance (ESG)

Research Head of US Equity & Quantitative Strategy,

BofA Global Research

12:30 p.m. Q&A

Moderated by Andrew Britton

Director, Division COO, Merrill

1:00 p.m. Event Concludes

Webcast details will be provided to

attendees upon registration.

ESG Meets Investing:

10 Reasons you should learn about

Environmental Social Governance

BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS

is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

Sustainable and Impact investing involves risk.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain

investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America

Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a

wholly owned subsidiary of BofA Corp.

Investment products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

© 2021 Bank of America Corporation. All rights reserved. MAP 3558591

RSVP OnlineCall to reserve

Inside the Mind of a Champion-Herm Edwards

May 27th, 2021 | 4:00PM-5:00PM PST

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event.

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, May 27, 2021 | 7:00 p.m. - 8:00 p.m. EST

Mentoring a Champion

featuring Herm Edwards

Arizona State University head football coach and former NFL head coach (Kansas

City Chiefs & NY Jets)

 

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event.

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, May 27, 2021 | 7:00 p.m. - 8:00 p.m. EST

Mentoring a Champion

featuring Herm Edwards

Arizona State University head football coach and former NFL head coach (Kansas

City Chiefs & NY Jets)

 

RSVP OnlineCall to reserve

Inside the Mind of a Champion--Jimmy Rollins

June 24th, 2021 | 4:00PM-5:00PM PST

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, June 24, 2021 | 7:00 p.m. - 8:00 p.m. EST

Maximizing Talent

featuring Jimmy Rollins

Former NL MVP, All-Time Hit Leader for Philadelphia Phillies and World Series

2008 Champion. Also played for Los Angeles Dodgers & Chicago White Sox

 

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, June 24, 2021 | 7:00 p.m. - 8:00 p.m. EST

Maximizing Talent

featuring Jimmy Rollins

Former NL MVP, All-Time Hit Leader for Philadelphia Phillies and World Series

2008 Champion. Also played for Los Angeles Dodgers & Chicago White Sox

 

RSVP OnlineCall to reserve

Inside the Mind of a Champion-Andre Iguodala

July 19th, 2021 | 4:00PM-5:00PM PST

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, July 29, 2021 | 7:00 p.m. - 8:00 p.m. EST

Staying on Top

featuring Andre Iguodala

3-Time NBA Champion (Golden State Warriors & Miami Heat), author and Venture

Partner at the Catalyst Fund

Inside the Mind of a Champion

Defining Success

you are invited

Don’t miss out on this exciting virtual series featuring intimate discussions with

legendary figures in the world of sports! Sign up for this event

focused on the qualities it takes to be a champion both on and off the playing field

and how you can apply these strategies in business and everyday life.

Thursday, July 29, 2021 | 7:00 p.m. - 8:00 p.m. EST

Staying on Top

featuring Andre Iguodala

3-Time NBA Champion (Golden State Warriors & Miami Heat), author and Venture

Partner at the Catalyst Fund

RSVP OnlineCall to reserve

Careers

No matter where your career may currently be, if you have the mindset and motivation of a Merrill financial advisor, you should consider the opportunity to become one yourself.

Work Culture

Our culture is dedicated to providing continuing professional training, mentoring and technology for new and experienced advisors.

Rewarding Career

We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services.

Access to Resources

Our size and scope offer access to a wide range of technology, intellectual capital and marketing resources designed to enhance client relationships and build your business.

Grow & Learn

Merrill Lynch Wealth Management has been training financial advisors since 1946, offering advisors the critical skills and knowledge they need to assist individuals in pursuing their unique financial goals.

Learn more about careers at Merrill Lynch Wealth Management