Explore your goals
You have priorities and we have the insights you need to keep them front and center.
It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
THE SCOTTSDALE SPECTRUM6730 NORTH SCOTTSDALE ROAD
The Scottsdale Complex has been serving the desert communities for over 25 years. With six offices in Scottsdale, Kierland, Pinnacle Peak, Sun City, Flagstaff and Prescott, we are well positioned to serve the needs of clients throughout the state and beyond. Our vision is to be the standard by which all financial services firms are measured in these markets.The increase in investment product complexity means that clients need more than information. Each of our offices is staffed with experienced wealth management professionals who have earned a multitude of professional designations. We foster a diverse and inclusive culture and work seamlessly together to support clients’ financial services needs. Our wealth management professionals get to know clients as individuals and can collaborate to identify strategies that complement their goals—from securing a retirement to leaving a lasting legacy.Utilizing the vast resources and investment insights of Merrill Lynch and the banking strength of Bank of America helps us develop strategies for the various life scenarios clients may face. We have access to Bank of America and Merrill Lynch specialists from around the Firm, including colleagues from the global commercial bank who can deliver all of the bank’s capabilities as integrated solutions to commercial clients.With a deep commitment to our communities we actively contribute to their social and environmental well-being. Our associates support a number of organizations and projects, including Scottsdale Leadership, Scottsdale Center for the Performing Arts, and Scottsdale Boys and Girls Club. We participate in various back to school programs and support our local first responders. We are also proud sponsors of the Drinkwater Leadership Award, a commitment that earned us the Corporate Sponsor of the Year award in 2011.We are dedicated to providing an exceptional level of customer service. The client relationships we form are based on our broad experience and an unwavering commitment to putting their needs first.
Our Financial Advisors take a customized and holistic approach to addressing the needs of our clients by providing excellence in service and asset management, and utilizing the array of resources our enterprise has to offer. Whether you're interested in stocks, bonds and mutual funds, or more specialized services such as retirement, estate planning, and lending, we have the tools and products to help you achieve the life you desire to live and plan for the future.We are fully committed to client dedication, personal service, a wealth management plan, suitable recommendations, full disclosure and the integrity of Merrill Lynch. Aligned with the focus of our founder, Charles E. Merrill, we take pride in and truly believe that "the interest of the client always comes first".
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust and fiduciary services are provided by Merrill Lynch Trust Company, a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and Merrill Lynch Trust Company make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest, including BofA® Global Capital Management.
Banking products are provided by Bank of America, N.A., and affiliated banks, members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and Merrill Lynch Life Agency Inc. are wholly owned subsidiaries of Bank of America Corporation.