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.
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.
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.
