Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
SARAH A. CHIUPPI
Assistant Vice President
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 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
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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.
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We will work to help you stay on track, regardless of what the markets are doing.