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Justin Gillham - Senior Vice President, Wealth Management Advisor
Justin has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management in 2008. Justin 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.
WGS 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.
Justin's approach to wealth management is consultative and objective, and he is committed to providing excellent service. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations as well as time horizon, risk tolerance and liquidity needs. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
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. He earned his CFP® certification in 2008 and his CRPC® designation in 2007. Justin enjoys playing golf in his free time and spending time with his family and friends. Justin is currently an active volunteer for the Little League in his community, Cactus Foothills Little League. Justin served on the board for the Little League as well as devoted time to coaching. Prior to his involvement in the Little League, Justin served 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.
Justin holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Retirement Planning Counselor designation awarded by the College for Financial Planning Institutes Corp.
Bryan Wollheim - Senior Vice President, Wealth Management Advisor
Bryan has worked in the industry 20+ years, 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.
Edward Sarraf - Senior 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 30 years of 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 lifelong 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
Bowling Green State University
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 understand that both your life and the financial markets can change over time. By 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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
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