Kristy Visconti
,
Vice President, Financial Advisor - AGP
NMLS #2416713
23655 N Scottsdale Rd
Scottsdale, AZ 85255
480.513.6727
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

I am originally from New Mexico.  I earned a bachelor’s degree and master’s degree in engineering from New Mexico Institute of Mining and Technology.  Early in my career I became the Chief Engineer of Test and Evaluation at the Naval Air Warfare Station - Weapons Division at China Lake, CA.  In that role I managed multi-million dollar capital investment and modernization projects from both the field and the Pentagon.   I became a financial advisor in 2013 and spent the next 9 years building a thriving wealth management practice in New Mexico.  Hungry for a greater opportunity to serve business owners, I moved to Scottsdale and joined Merrill Lynch Wealth Management in 2022.  I am a CERTIFIED FINANCIAL PLANNER™ professional and I hold the Chartered Financial Consultant® and Certified Exit Planning Advisor designations.

When not at work, you'll find hiking a mountain or sitting on a beach.

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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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
Giselle Vega
Regional Lending Specialist
NMLS #1064856
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.
Kristy Visconti is registered to do business in AK, AR, AZ, CA, CO, CT, FL, ID, MI, MO, NM, NV, OK, TX, VT, WA, WY.