Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
SARAH A. CHIUPPI
Sarah previously relocated to North Scottsdale from New England, where she had resided throughout Greater Boston and the Cape Cod area of Massachusetts for most of her life. Shortly after joining Merrill Lynch Wealth Management in 2013, Sarah began serving clients out of both the North Scottsdale Pinnacle Peak Merrill Lynch Wealth Management office, and the Bell and Thompson Peak Bank of America, located in McDowell Mountain Ranch.
Sarah is a graduate of Bridgewater State University with a Bachelor of Science degree in Economics.
Previously, Sarah served as a Territory Manager for one of the most highly regarded dental laboratories in the Greater Boston area. Working directly with Prosthodontists and General Dentists, Sarah’s primary focus was always on building relationships by gaining a true understanding of her clients’ goals, before addressing any of their complex practice needs. Earlier in her career, Sarah served as a Field Service Representative for Cleveland Golf/Srixon where she worked in partnership with many of New England’s top public and private country clubs PGA Professionals, to service their members. Simultaneously, Sarah started her own Yoga for Golfers practice where she was able to unify even further her love for the game of golf, and her genuine desire to help people make the most of life. This eventually led to Sarah being recognized on a national level as one of Cleveland Golf/Srixons first Women’s Health and Fitness Ambassadors, where she became a contributing author to their website and blog.
Sarah enjoys giving back to her community, serving on the board for the Arizona Community Dental Clinic, as well as working with The Phoenix/Scottsdale Chapter of the Women’s LPGA Amateur Golf Association, previously known as EWGA.
Bridgewater 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.
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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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.
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.