WGS Group

23655 N Scottsdale Rd
Scottsdale, AZ 85255
(480) 513.6742
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
WGS Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Bryan Wollheim
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
WGS Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Mission

Our purpose is simple, it's to help make financial lives better — it's who we are and what we do.

Meet Our Team
Bryan Wollheim,

CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
480.513.6742
Justin Gillham,

CFP®, CPFA™, CRPC™

Senior Vice President, Wealth Management Advisor
480.513.6735
Edward Sarraf,

CPFA™, CRPC™

Senior Vice President, Senior Financial Advisor
480.513.6726
Christine E. Zubrod
Officer, Wealth Management Associate
480.513.2207
Tanya Giles
Wealth Management Client Associate
DeAnna Price
DeAnna Price
Officer, Registered Wealth Management Client Associate
480.513.2213
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.
Steven Ngo
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #630008
Maria Ryan
Wealth Management Banking Specialist
Merrill
Brad Frandsen
Wealth Strategist
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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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.
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.