Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Sven started his career in 2004 as a financial advisor after having interned at Merrill Lynch Wealth Management 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
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 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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.