Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Bryan Wollheim - Senior Vice President, Wealth Management Advisor
Bryan is part of a team of wealth-management professionals who offer diverse financial strategies to high net worth individuals and businesses. His group offers a holistic approach to wealth management that includes investing, estate planning strategies, retirement planning strategies, wealth transfer strategies, education planning, wealth preservation and life insurance.
WGSF insists on understanding the goals and specific situations of their clients, and endeavor to establish deep and valued relationships. Clients can expect to receive personalized advice and strategies through services required by a dedicated and experienced team. |
Bryan has worked in the industry for 11 years prior to joining Merrill Lynch Wealth Management in 2009. Bryan's goal is to be the very best in his field by working with high net worth families, individual investors and business owners in the development of their long-term financial goals. Bryan is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Bryan graduated with a B.S./B.A in Finance at the University of Arizona. Along with his wife Jaclyn, Bryan has three daughters. He enjoys golf, traveling, snowboarding, and rooting for the Wildcats, Cardinals, Suns, and Diamondbacks.
Justin Gillham - First Vice President, Wealth Management Advisor
Justin has been in the financial services industry since 2002 and joined Merrill in 2008. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their financial goals.
Justin is a 2002 graduate of Bowling Green State University, with a B.S. in Business Management with specializations in Finance, Financial Planning and Management Information Systems. Justin enjoys playing golf in his free time and spending time with his family and friends. Justin serves as a member of the Fresh Start Women's Foundation on the Men's Council as well as a volunteer with the Phoenix Chapter of First Tee. He and his wife, Jen, live in Scottsdale, Arizona, with their three children.
Edward Sarraf - Vice President, Senior Financial Advisor
Ed utilizes all his resources to deliver a clear and productive wealth management experience. He focuses on getting to know your unique situation and builds relationships based on trust. He evaluates your needs and desires, and employs wealth-management services to help meet those needs.
Ed earned his Bachelors of Science in Personnel Management from the University Of Arizona Business School in 1991. Ed has more than 20 years experience in the financial services industry. Ed began his career with Merrill Lynch Wealth Management in 1992, as a 401(k) representative at the World Financial Center in Manhattan, NY. Following nine years as a NASDAQ and hedge-fund trader, Ed rejoined Merrill in 2004. Ed, his wife and daughter reside in North Scottsdale. In his spare time Ed enjoys his life long passion of playing recreational ice hockey.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & English
University of Arizona
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.