SARAH CHIUPPI MARSON

First Vice President
Senior Financial Advisor 
Portfolio Manager


Sarah Chiuppi Marson is a First Vice President, Senior Financial Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. With over a decade of experience at Merrill and a collaborative team structure, Sarah focuses on becoming a guide for clients from all walks of life. With a truly holistic approach, it is the personal relationships that Sarah values utmost.

Regularly helping to navigate through periods of life transition, the majority of Sarahs clients often seek her assistance with turning their life savings into actual income upon retirement, or with business succession planning and ultimately the growth and preservation of wealth that follows after they experience significant liquidity events. Often times this comes with helping to navigate very complex interpersonal relationships and multi-generational family dynamics, especially when the focus shifts to proper Wealth Structuring and Legacy Planning. Sarah and her team believe that collaboration is key in these situations, and look to provide almost a “family office” feel within Merrill, becoming her clients trusted “quarterback” of all things financial. Whether it is seeking to work with clients outside Estate/ Trust and Tax Professionals, Sarah and her team do not hesitate to do the work necessary to first determine what is truly most important to each specific client or family, before determining any recommendation around what could then behoove them the most.

On the other end of the spectrum, Sarah has grown right alongside many of her clients for years. Whether it has been watching them live their purpose and their “why”, or watching them progress staying committed to meaningful life work, Sarah's clients know she is there day or night. After making sure clients are adequately prepared with all the logistic basics i.e. titling, beneficiaries, avoiding probate, etc. for those with longer time horizons, Sarah believes in a simple, but highly effective investment approach. Through experience she has unfortunately found that all too often the world of financial planning and investing has become (probably intentionally) overcomplicated these days. In her opinion, this is not always for good reason, and instead tries to keep her clients focused on doing the fundamental basics consistently over time.

Originally from the Greater Boston area, Sarah relocated to Scottsdale, Arizona in 2012. She holds a Bachelor of Science degree in Economics from Bridgewater State University.

Sarah has a incredible team with her who many clients have grown to know and highly appreciate. Kristin Howard, CFP®, CRPC™, Officer, Relationship Manager and Mary Jo Otto, Registered Wealth Management Client Associate can be reached directly at 480-513-6738 or 480-513-6722.

Outside of work, Sarah and her husband Louis enjoy life with their three children—Luciana (Lucci), Louie V, and Mikey—who bring energy and inspiration to their every day.

^{*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.}