Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 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 - Vice President, Wealth Management Advisor
Justin has been in the financial services industry since 2002 and joined Merrill Lynch 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 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 Lynch 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.