The Hersh/Marson Group

Merrill Lynch Wealth Management
23655 N Scottsdale Rd
Scottsdale, AZ 85255
(480) 513-6720
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Working together, we can help you grow, sustain and transfer your wealth to amplify the impact at every step of life’s journey with insight, simplicity, perspective and appropriate solutions.
The Hersh/Marson Group
Merrill Lynch Wealth Management
Meet Our Team
Sarah Chiuppi Marson
Vice President, Senior Financial Advisor
480.513.6724
Kristin Howard
Registered Senior Wealth Management Client Associate
480.513.6783
Jennifer Hersh,

CDFA®,CPFA™,CRPC™

Managing Director, Senior Financial Advisor
480.513.6720
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.
Maria Ryan
Wealth Management Banking Specialist
Steven Ngo
Wealth Management Lending Officer
NMLS #630008
Brad Frandsen
Wealth Strategies Advisor
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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.