Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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.
English
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 Lending Officer
Bank of America, N.A.
NMLS #314525
Wealth Management Banking Specialist
Merrill
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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