Midgley Rich Willis & Associates

Merrill Lynch Wealth Management
275 E Rivulon Blvd
Gilbert, AZ 85297
(480) 752-6441
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Midgley Rich Willis & Associates seeks to be the very best in our field assisting business owners, executives, professionals and their families in the development and implementation of financial strategies.
Midgley Rich Willis & Associates
Merrill Lynch Wealth Management
Welcome

The financial decisions you make today can help determine the future you build for yourself and your family.  Personalized advice from the Midgley Rich Willis Advisory Team---with the insights of Merrill and access to the banking, lending, and trust services of Bank of America---could help you grow and preserve your wealth, freeing you to pursue your passions and ambitions.

Recognition
Martin T Midgley
Senior Vice President, Senior Consultant
Forbes "Best-in-State Wealth Advisors", 2021-2022
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
Midgley Rich Willis & Associates
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Approach

Approach
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.

Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Meet Our Team
Martin T Midgley
Senior Vice President, Senior Consultant
480.752.6440
Wayne R Rich,

CFP®,CIMA®

Senior Vice President, Wealth Management Advisor
480.752.6444
Eric L Willis
Senior Vice President, Senior Financial Advisor
480.752.6441
Ted W. Dunham IV,

CEPA®,CPFA™

Vice President, Senior Financial Advisor
480.752.6411
Lisa W Strecker
Assistant Vice President, Wealth Management Associate
480.752.6440
Susana Santa Cruz
Officer, Wealth Management Client Associate
480.752.6440
Krystal Phillips,

CRPC™

Assistant Vice President, Registered Wealth Management Client Associate
480.752.6488
Additional Resources
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.
Rosemary Dourian
Wealth Management Banking Specialist
Jonathan Close
Wealth Management Lending Officer
NMLS #988343
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.