Bryan Wollheim
,
Senior Vice President, Wealth Management Advisor
23655 N Scottsdale Rd
Scottsdale, AZ 85255
480.513.6742
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
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Bryan Wollheim - Senior Vice President, Wealth Management Advisor

Bryan is part of a team of wealth-management professionals who offer diverse financial strategies to high net worth individuals and businesses. His group offers a holistic approach to wealth management that includes investing, estate planning strategies, retirement planning strategies, wealth transfer strategies, education planning, wealth preservation and life insurance.

WGS insists on understanding the goals and specific situations of their clients, and endeavor to establish deep and valued relationships. Clients can expect to receive personalized advice and strategies through services required by a dedicated and experienced team. 

Bryan has worked in the industry for 20+ years, joining Merrill Lynch Wealth Management in 2009. Bryan's goal is to be the very best in his field by working with high net worth families, individual investors and business owners in the development of their long-term financial goals. Bryan is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

Bryan graduated with a B.S./B.A in Finance at the University of Arizona. Along with his wife Jaclyn, Bryan has three daughters. He enjoys golf, traveling, snowboarding, and rooting for the Wildcats, Cardinals, Suns, and Diamondbacks.

Justin Gillham - Senior Vice President, Wealth Management Advisor

Justin has been in the financial services industry since 2002 and joined Merrill Lynch Wealth Management in 2008. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their financial goals.

Justin is a 2002 graduate of Bowling Green State University, with a B.S. in Business Management with specializations in Finance, Financial Planning and Management Information Systems. Justin enjoys playing golf in his free time and spending time with his family and friends. Justin is currently an active volunteer for the Little League in his community, Cactus Foothills Little League.  Justin served on the board for the Little League as well as devoted time to coaching. Prior to his involvement in the Little League, Justin served as a member of the Fresh Start Women’s Foundation on the Men’s Council as well as a volunteer with the Phoenix Chapter of First Tee. He and his wife, Jen, live in Scottsdale, Arizona, with their three children.

Edward Sarraf - Senior Vice President, Senior Financial Advisor

Ed utilizes all his resources to deliver a clear and productive wealth management experience. He focuses on getting to know your unique situation and builds relationships based on trust. He evaluates your needs and desires, and employs wealth-management services to help meet those needs.

Ed earned his Bachelors of Science in Personnel Management from the University of Arizona Business School in 1991. Ed has more than 30 years of experience in the financial services industry. Ed began his career with Merrill Lynch Wealth Management in 1992, as a 401(k) representative at the World Financial Center in Manhattan, NY. Following nine years as a NASDAQ and hedge-fund trader, Ed rejoined Merrill in 2004. Ed, his wife and daughter reside in North Scottsdale. In his spare time Ed enjoys his lifelong passion of playing recreational ice hockey.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

Recognition
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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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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Bryan Wollheim is registered to do business in AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MI, MN, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI.
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.