Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

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Sarah Chiuppi Marson

Vice President
Senior Financial Advisor
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Merrill Lynch
Wealth Management

In today’s ever changing world, our goal is for you and future generations to enjoy your wealth without worry. We firmly believe this requires sophisticated, highly customized strategies that are specifically tailored to fit the goals and needs of the individuals and businesses we feel honored to work with. On behalf of an investment firm with a 100 year worldwide reputation, and in conjunction with Bank of America and US Trust, you can be confident we are committed to making sure your wealth is utilized to its full potential.

Profile

Today’s world is constantly changing. We fundamentally believe all our clients deserve sophisticated, highly customized strategies, and therefore we believe in taking a truly consultative approach. Our process begins with us gaining an understand your vision, your preferences, and your unique circumstances before formulating a wealth strategy that best aligns with your specific needs. The result is designed to be both powerful and personal, a singular experience dedicated to building a lasting relationship. It is our primary objective to become a lifetime resource to those who have entrusted us with their financial well-being.

We are committed to keeping our clients focused on where they want to go, advising them on how to best get there, and to continuously reminding them of the importance of maintaining a disciplined approach to realizing their dreams.

Our client base ranges from affluent individuals, couples and families, to mid-small business owners, and is not geographically concentrated. We currently work with clients who live and work in Arizona and California, to those also located in cities and towns all across the country, on both the East and West Coasts.


SARAH CHIUPPI MARSON
Vice President
Senior Financial Advisor
Portfolio Manager

Almost ten years ago, Sarah relocated to North Scottsdale from Boston Massachusetts, where she had resided in the Greater Boston and Cape Cod Area for most of her life. Since joining Merrill in 2013, Sarah has primarily worked out of the North Scottsdale Pinnacle Peak Merrill Lynch Wealth Management Office. In 2015, Sarah was one of the first Advisors to take on a Bank Financial Advisor position where she spilt time between the Bell and Thompson Peak Bank of America location as well as the North Scottsdale Merrill Branch Office in this hybrid role. This allowed her to gain a true working understanding across of all lines of business within the firm, before returning back solely to the Wealth Management Office. Sarah and her Wealth Management partners have combined experience within the financial services industry of over 85 years.

Sarah was raised in New England, and is a graduate of Bridgewater State University with a Bachelor of Science degree in Economics.

Before joining Merrill, Sarah served as a Territory Manager for a dental laboratory in Boston, where she served Prosthodontists and General Dentists throughout the Greater Boston Area and beyond. Prior to this, Sarah served as a Field Service Representative for Cleveland Golf/Srixon, while simultaneously starting her own Yoga for Golfers practice. Sarah’s love for the game of golf and her genuine desire to help people enjoy life, led her to be nominated as a Women’s Health and Fitness Ambassador for Cleveland Golf where she became a contributing author to their website and blog.

Sarah and her husband Louis, their daughter Luciana, two twin boys Louie and Mikey, along with their English Bulldog Larry, live in South Scottsdale.

  • LANGUAGES

    English

  • EDUCATION

    Bridgewater State University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Derek Walsh

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #314525

Maria Ryan

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      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 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.

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      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.


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      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.