Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
5210 EAST WILLIAMS CIRCLE
TUCSON, AZ 85711
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Sven started his career in 2004 as a financial advisor after having interned at Merrill Lynch while earning a finance degree at the University of Arizona. Sven’s goal is to put a deep focus on each relationship and strives to be a trusted source of guidance for individuals and families as they navigate through life’s different phases. He uses a goals-based approach, helping to define priorities and potential pitfalls, using this as the foundation to drive a wealth management strategy to make progress towards goals.
Sven has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Sven is a Past President and executive member of the Active Men’s 20/30 Club and sits on board of trustee’s at Casa de los Ninõs. Sven and his wife Jenny are Tucson native’s have two young boys Henry and Ralph and a Weimaraner Kaiser. He has great appreciation for the outdoors and enjoys camping with family, rock climbing, mountain biking, hiking, and canyoneering. Sven’s outdoor pursuits are to climb “the nose” route on El Capitan in the Yosemite Valley, to mountain bike the Arizona Trail from Mexico to Utah, and to descend all of Zion National Park’s technical canyons. He is a member of the American Alpine Club and Climbing Association of Southern Arizona.
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.
University of Arizona
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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.
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.
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Your advisor is a click away within our site or mobile apps
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*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.